Teams

Learn about Teams in Clerkal and how to use them

What are Teams

Teams are the perfect way to share templates among colleagues and friends. They provide a collaborative space to share helpful information and get inspired by other peoples templates to improve collective clinical record keeping!

All team members can view, use and copy share templates but only the template owner can edit it.

Teams are ideal for:

• Clinics

• Universities

• Training course providers

Creating a Team

1. Start by navigating to the Team section in your dashboard, by clicking on the Team icon in the sidebar

1. Click on the 'New' button in the top left corner to create a new team

1. Give your team a name

   1. Optionally upload a team icon to make it more personalised

   2. You can include a description of the team for everyone to see. This can be useful to include certain house rules.

Adding or removing member

1. To add or remove members from a team, click on your team in the sidebar

1. Here, you will see a list of the team members, with the option to invite members. Click on 'Invite Member' button:

1. Provide the users name and email address to add them to your team

   1. If they already have a Clerkal account, they will be added immediately

   2. If they do not have an account, they will be sent an invitation email to sign up. Once they have created their account, they will be automatically added to your team.

Removing members

To remove a member from your team, simply click on the delete icon next to them in the members list:

Leaving a team

If you were added to a team, and now want to leave, simply click on the 'Leave' button on the members list

Once you have left a team, you will no longer be able to view any shared templates. Any templates that you have shared with the team will no longer be visible to the remaining team members.

Team templates

Users can view shared templates, and use them like their own. They are displayed under the Team in the sidebar. Shared templates are grouped into the folders.

You can preview templates shared by other members or copy it to your personal template section for you to edit. To do this, simply click on the 'Copy' button in the top right corner of the Template

Sharing a template with a team

To share a template with a team, see Share with a Team