(upbeat music)
- In this video we'll see how to create a team.
Just be aware you might not actually need to create a team.
You might just join teams
that were created by somebody else.
But if you do need to make a team,
here's how it works.
In the sidebar on the left, I want to make sure
the team's category is selected.
Then in the column beside that you'll see a list
of all of the teams that you are a member of.
If you are not a member of any teams,
this list will be empty.
Then down at the bottom I'll click join or create team
which opens up these options to the right
if they were not already open.
And one of these options is to create a team.
Now, any user can make a new team.
You can make multiple teams
and they can all have different members.
I'm going to click on this to make a new team,
and we're going to focus on the option
to build a team from scratch.
That's the standard scenario.
So I'll select that, and then there's the privacy option.
After your team is created,
you will get to invite people to join the team.
The private option means only the people you invite
will be able to join this team.
Public means any other people in your organization
can join it without an invitation if they choose.
And then there's an org-wide
which means everybody in your Office 365 organization
will automatically be added to the team.
You should be really careful with this one.
Most users should not make an org-wide team.
I'm just going to make a private team so I'll select that.
Then I need to give the team a name.
Generally, I recommend that your teams are defined
by a group of people, not by a specific project.
There is another layer of organization inside of a team
that you can use to set up for different projects.
So it's better to define the team itself
by the people who will be in the team.
Of course there are always exceptions
but until you learn how everything works
I suggest you stick with that.
So, I'm going to make my team for web designers.
(keyboard clicking)
Then below that it's a good idea to give this a description
but just to keep things moving I'm going to skip that
and I'll click create.
And now I can add people to this team.
I can add anybody from my Office 365 organization.
That means anybody from my company or institution
that is part of my organization's Office 365 plan.
Now, there is a feature that allows you to invite users
who are not in your company's Office 365 plan.
Those users are called guests.
So for now I can just type in a person's name
or their email address.
It will search through my company's directory.
It finds Stewart here so I can select him
then click the add button.
So of course I'll need to add in all of the people
from my company who are web developers or web designers,
anybody relevant to this group as I've defined it.
Now, I've added one person.
Of course I could add a lot more
but for the moment I'm just going to click close.
And of course now I have that team
listed here over on the left.
I created it so of course it shows up on my list.
Now, one important thing you should know.
Every person I add to this team
will automatically become a member.
They don't have to accept an invitation
or do anything to confirm membership.
When they sign into teams, they will see this team listed
over here because they are a member.
They will be able to see all the messages
and everything else related to that team.
If you created the team you are a team owner.
As a team owner you can add more members later.
What we'll do is point at the name of the team
and beside that there's this button with three dots
you can click on that.
It opens up this menu and one of the options here
is to add more members.
So, from here I could add more members
just by searching for their name or email address
as we saw before.
So, I want to add Judson, select him, click add
and continue adding more people.
And when I'm finished, I can click close.
And that's all it takes to create a new team
and add members to that team.
If you create a private team, nobody can join that team
unless you add them or invite them.
It's more common that you will just add people directly
but you may prefer to send them an invitation
giving each user the option to join if they want.
Now we're going to see what the team owner has to do
to send those invitations.
So, I made this web design team and it is a private team.
We have two options to invite somebody.
First, I want to go to the name of the team
and there's a button to the right
with three little dots on it.
Click on that it opens up this menu and I want to go
to this option labeled get linked to team.
From here you can click this copy button
then paste the link into an email
or something like that to send it to whoever you want.
Any member of the team can get this link
and send it to somebody.
However, and this is important,
if somebody clicks this link, that will send a request
to the team owner asking for permission to join the team.
If you created the team by default, you are a team owner.
Any member can send the link but only the team owner
can approve requests to join.
The team owner will get an email
and a notification in teams when somebody clicks the link
and sends in that request.
You can also manually check to see
if there are any pending requests.
I'm going to cancel this, I'll go back to that same menu
and choose manage team.
And the team owner will have this tab up here
labeled pending requests.
So I can see that Sarah has requested to join this team.
I sent her that link earlier.
She clicked the link and sent the join request.
Now I can accept or deny her request.
So, I'll click accept
and now Sarah has been added as a member of the team.
Now, the other option is to send a code to somebody
to join a team, and only a team owner
can get the code and send it.
So, once again we'll go to this button
with the three little dots, open up that menu,
go to manage team.
This time we'll go to the settings tab
and if this is a private team
there will be an option for team code.
Click the little triangle next to this to open it up.
Now, you may already see the code here
or you may need to click this button to generate the code.
That shows the code to join the team directly.
And as it says here, if somebody uses this code
to join the team,
the owner does not have to approve their request.
This is a code to give somebody direct access
to join the team.
So you can copy this code and paste it into an email,
then send it to whoever you want
to have access to join the team.
Now, when somebody receives that code
they'll just need to go into teams.
They'll go to this button down here at the bottom
to join or create a team and there's an option
to join a team with a code.
You can just write in or paste in the code
then they'll have the option to join the team.
When they do that
they will be immediately added as a member.
So, if you have the need to create a private team
and control who is allowed to join,
the link or the code to that team might be what you need.
(upbeat music)