Organize your people

Invite the people who need access to your private workplace, then organize them into Teams when grouping people together makes the workplace easier to manage. See Users and Teams for the shared concepts.

1. Invite people to the Organization

Open your Organization’s Users area and choose Invite Members. Enter the email addresses of the people who should join, then send the invitation. The invitation remains pending until the person accepts it.

2. Confirm Organization membership

Review the Users area for the invited person. They become an active Organization member after accepting the Organization invitation. People can review pending Organization invitations in Notifications, where they can accept or reject them. Confirm membership before adding someone to a Team or selecting them in a shared Booking workflow.

3. Create Teams where useful

Open Teams and choose Add Team. Create a Team for a group that regularly works or meets together. Teams are optional: a small workplace can create its first Booking without creating one, and Team membership does not replace Organization membership or act as a separate permission boundary.

4. Add people to Teams

Open the Team and choose Add Member. Search for an existing Organization member and add them to the Team. The Teams UI only allows people from your Organization to be added, so invite them to the Organization first if they are not already members. Review the Team’s Members list when membership changes.

5. Use people and Teams in Bookings

In the private Booking workflow, select the Organization member the Booking is for. If that member belongs to Teams, you can also select one of their Teams in the Team field. This associates the individual Booking with the selected person and, where applicable, their Team; it does not create one Booking for every Team member. See Bookings for the shared Booking model and Bookings in Skedular Teams for the Teams workflow.

People and Team readiness check

Your workplace is ready when the required people have accepted their Organization invitations, the expected members appear in Users, optional Teams exist where they add value, and each Team’s Members list is correct. A member should then be available to select in the private Booking workflow, with their Team available in the Team field when applicable.

Teams are an optional way to group people for workplace coordination and Team-linked Bookings. Use them when that supported workflow is useful; do not create Teams simply because the feature exists.