How to Manage Teams in lemwarm: Create, Archive, and Delete
January 30, 2025
|2 min read
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! 😊
How to Add More Clients to Your Cockpit 🤔
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.
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.
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.
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! 🚀