How to Manage Teams in lemwarm: Create, Archive, and Delete

Hello lemwarm users! 👋

Managing multiple teams in lemwarm doesn’t have to be a challenge. Whether you’re creating, archiving, or deleting teams, we’ve got you covered with this straightforward guide. Let’s get started! 😊

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How to Add More Clients to Your Cockpit 🤔

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The steps depend on whether your client’s account already exists:

1️⃣ If the Client’s Account Already Exists:

• Ask your client to invite your Supervisor user to their team with an admin role.

2️⃣ If the Client’s Account Does Not Exist:

• Log in as your Supervisor user.
• Create a new team from the Cockpit.
  

Archiving Clients in Your Cockpit 🤓

Yes, you can archive client teams! This feature keeps your cockpit tidy while maintaining access to important data.

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Benefits of Archiving:

• Cleaner Cockpit View: Only active clients appear in the main view.
• Data Preservation: Archived teams retain all data, including invoicing details, which is essential for accounting.

💡 Note: When you archive a team, it’s normal for it to disappear from your active teams list.

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Deleting Teams from Your Cockpit 🤔

You can delete teams, but keep in mind that deleting a team means losing access to it entirely. Follow these three steps before deletion:

1️⃣ Cancel the Plan: Ensure the plan is canceled in Plan&Billing.

2️⃣ Download Invoices: Save the team’s invoices for future accounting needs.

 3️⃣ Reach out to our support team: only support can delete the team.

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Additional Resources 📚

Want to learn more about using your cockpit, managing roles, and seat assignments? Check out our detailed guides here.

Et voilà! 🎉

With these tools and tips, you’re ready to manage teams like a pro in lemwarm. If you have any questions, our support team is here to help. Happy warming! 🚀

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