Creating a New Record

Anyone in your organization can create a record. Don't forget to share the record with your teams!

TeamsID Admin avatar
Written by TeamsID Admin
Updated over a week ago

Step 1. Click on the Add Record button on the top menu bar of the TeamsID Web Dashboard.

Step 2. Choose the type of record you would like to create by clicking on the down arrow on the top menu bar.  Or create a custom record type that can be used by your entire organization.

Step 3.  Add the appropriate information for each field and add tags to your record. Share with your choose of users and teams.

Step 4. You should see a pop up dialog box in the right hand corner that reads Record successfully added.

Congratulations! You've just successfully created a new record and added it to the appropriate users and teams.

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