How to Use Team Docs

Team Docs connects your team with centralized resources and workflow

Enjoy all the features of StartDeck in a team environment. 

1. Centralized, branded Team templates. All projects start here.
2. Streamlined Team Project and File Management. Projects are indexed, tagged, and organized from start to finish.
3. Simple, Secure Team Sharing on Google Drive. All your templates and projects are stored on your shared Google Drive. 
4. Simple Team Roster and Team Member Role management. Onboard team members and manage permissions with Google's secure team share features. 
5. Team-wide workflow visibility. All projects - in process, completed, and archived - are visible to all team members, including photos, addenda, docs, and sheets. Increase your team's internal domain knowledge with workflow visibility.
    

Google Workspace Account Required

Team Docs is a Google Drive application and requires a Google Workspace account to enable shared drives and set member roles and permissions. Private Gmail accounts may join teams as members.

Table of Contents

• Enable Team Docs Subscription
• Teams and Team Roster
• Create a New Team
• Team Page and Team Invitations
• Team Member Roles and Permissions
• Responding to a Team Invitation
• Activate a Team
• Switch Between Team and Individual Files
• Individual and Team File Ownership
• Individual and Team Content Libraries
• Individual and Team Client Data
• Vendor Information

 Enable Team Docs Subscription #

1. From your account menu, select Team Docs
2. Click Try Now

1. Free trial, subscription waived.
2. Number of users for your team account.
3. No credit card required, start 14 days free trial.
    

Teams and Team Roster #

The two are not the same! The Team Roster lists all your team members. Use the Team Roster to on-board or off-board specific users. 

StartDeck supports multiple Teams, each with a specific set of members and permissions. A team member may be assigned to multiple teams with different permissions for each team. This is helpful for businesses that have multiple business/service domains.

Manage Team Roster #

1. The number of licenses purchased and assigned to specific users.
2. In this example, three users have been assigned to the team roster. This enables access to team templates and projects when invited.
3. The delete icon off-boards the selected team member while retaining all user files. This license can be re-assigned to a new team member, or removed from the subscription.
4. Add a team member with a Gmail or Google Workspace email. No name required, StartDeck will retrieve the user's Google profile.

Note: Adding team members to the roster assigns licenses to users but does not add the user to a team.

Create a New Team #

1. Manage Teams
2. Create New Team

Team Page and Team Invitations #

1. Team name.
2. Invite team members to join. The owner joins by default. Others require an invitation.
3. Invite team members via Gmail or Google Workspace email.
4. Select a role and permissions. 
5. Create Team.

Team Member Roles and Permissions #

Role Permissions

1. Manager: Add/remove members, add/edit/delete content
2. Content Manager: Add/edit/delete content
3. Contributor: Add/edit content

StartDeck Permissions by Role

Responding to a Team Docs Invitation #

A link to the team page is sent by email. Accepting the Invitation automatically on-boards the user to the StartDeck platform.

1. Accept invitation to join a team.
2. Access to team files is permitted after acceptance.

There is one more step: set the team as Active -  Team templates, projects, content library and client database will populate StartDeck.

Active Teams #

Go to Manage Teams > Active Teams > Set as Active

1. Manage Teams
2. Display Active Teams. StartDeck supports multiple teams/practices.
3. Set as Active to load team files to StartDeck. All team files are the property of the team owner.

Activate a Team #

This action loads team files to the StartDeck Dashboard and engages role/permissions for the team member.

1. Set a team as active to access team files and data.
2. Team templates, projects, content library, and client data will display in StartDeck.
3. All team content is the property of the team owner.
4. Seamlessly switch between private and team files at any time. Private files are not accessible by team members.

Switch Between Team and Individual Files #

1. In this example, Team Templates and Projects are set to the ‘Smith Agency’ team.
2. Users can switch between their Individual account at any time by clicking ‘Show My Files’

Note: All template, project, content library and client data is saved when switching between Individual and Team accounts.

Individual and Team File Ownership #

Individual Pro files are saved on the user's private Google Drive.

Team Docs files are saved on a shared Google Drive owned by the Google and StartDeck account holder. All team files are owned by the StartDeck team owner.

Individual Pro Folders and Files

1. Individual Pro accounts save in My Drive. All files are owned by the individual user.

Team Docs Folders and Files

1. Team accounts save in shared drives under the Team name. All files are owned by the Team owner.
    

Individual and Team Content Libraries #

StartDeck maintains different content libraries for Individual and Team accounts. Activating a Team will automatically switch the content library settings to Team and vice versa.

Individual and Team Client Information #

1. StartDeck maintains different data for Individual and Team accounts. 
    

Vendor Information #

1. Important: Vendor data does not change between Individual and Team accounts.  

Reminder: Vendor data merges automatically to doc merge fields.

Tip: Vendor and Client Fields are available in the StartDeck Content Library.

How to Get More Help

• Email support@startdeck.com
• Request a web meeting here