Create your team

Set up a Portant team so you can share workflows, manage members, and track usage in one place. This page covers naming your team, inviting members, and where the shared document quota lives.

Name your team

After you sign up to a Team plan, the next time you log in to Portant you'll be asked to name your team.

Enter the name and click Create Team.

You can change the team name at any time.

You'll then land on the team management page.

To rename the team later, click the pencil icon next to the team name.

Invite a team member

Click the blue Invite button in the top right of the page.

Enter the email address of the person you want to invite and pick their role.

The person you invite doesn't need an existing Portant account.

For more on what each role can do, see team permissions.

Manage your team

Once someone is on your team, you can see their:

• Linked accounts (Google Drive, Gmail, HubSpot, and so on)
• Date last logged in
• Usage quota

Team document quota

Your document quota is shared across everyone on the team. On the team page you can see the total usage for the period and the breakdown by member.