Why Create Teams?

Teams help organize users into groups based on location, department, or funding preferences.

🔹 Example 1: Sales Team – This team funds its own bookings separately. They use an Individual Team payment option.

🔹 Example 2: Minneapolis Team – Groups employees in the same city so they can see each other’s bookings and collaborate. This team may be funded through a Corporate Account or a Team Purchase Plan.

Team Bookings on the Homepage – Users can see and book spaces where their teammates are working for easier collaboration.

Steps to Create a Team

1️⃣ Select People

2️⃣ Click Add Team – If you don’t see this option, you don’t have permission to create a team.

3️⃣ Enter Team Details:

- Team Name

- Team Admin’s Name & Email

- Payment Option (see below)

Choosing a Payment Option:

💳 Corporate Account – A shared company account funds bookings for all teams.

💰 Team Purchase Plan – The team has its own cost center, and only members of this team can use these funds for bookings.

4️⃣ Click Add – The Team Admin will receive an invite to join Upflex if they don’t already have an account.

5️⃣ Assign Users – In the People section, Select Active and search for users, click on their profile and update Team to the appropriate Team Name and click Save.

If you wish to reassign all of your employees to different teams, reach out to [email protected] for a template to complete and this can be uploaded to update.

That’s it! Your team is now set up and ready to book. 🚀

If you have any questions or encounter issues while booking, don’t hesitate to reach out. Contact us at [email protected] or in our Live Chat for any questions or concerns.

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