Open /portal/teams on your application domain, using the workspace account for this task.
Find the form containing Email address, Invite message, Permissions. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
Select Create invite. Check the current record, recipients, amount or destination before confirming when those values apply.
If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.
Field
What to enter or choose
Email address
Optional unless the current form requests it. Enter the intended email address. Use an inbox you control when practicing. The form’s example is [email protected]. Replace it with your own value. Maximum 255 characters.
Invite message
Optional unless the current form requests it. Enter the invite message for this task, using the help or example shown by the form. Maximum 1000 characters.
Permissions
Enter the permissions for this task, using the help or example shown by the form.
Managed accounts
Choose an available entry by its displayed name. The list depends on your account and the selected workspace; do not type an internal record ID.
Expires on
Optional unless the current form requests it. Enter the expires on for this task, using the help or example shown by the form.
Use Join team
Open /portal/teams on your application domain, using the workspace account for this task.
Find the form containing Invite code. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
Select Join team. Check the current record, recipients, amount or destination before confirming when those values apply.
If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.
Field
What to enter or choose
Invite code
Required. Enter the invite code for this task, using the help or example shown by the form.
Use Save team
Open /portal/teams on your application domain, using the workspace account for this task.
Select the intended record or item first and review its displayed values. There is no separate input form described for this control.
Select Save team. Check the current record, recipients, amount or destination before confirming when those values apply.
If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.
Use Open
Open /portal/teams on your application domain, using the workspace account for this task.
Find the form containing Workspace. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
Select Open. Check the current record, recipients, amount or destination before confirming when those values apply.
If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.
Field
What to enter or choose
Workspace
Enter the workspace for this task, using the help or example shown by the form.
Use Create room
Open /portal/teams on your application domain, using the workspace account for this task.
Find the form containing Room name, Topic, First message. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
Select Create room. Check the current record, recipients, amount or destination before confirming when those values apply.
If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.
Field
What to enter or choose
Room name
Required. Enter the room name for this task, using the help or example shown by the form. The form’s example is Content planning. Replace it with your own value. Maximum 255 characters.
Topic
Optional unless the current form requests it. Enter the topic for this task, using the help or example shown by the form. Maximum 1000 characters.
First message
Optional unless the current form requests it. Enter the first message for this task, using the help or example shown by the form. Maximum 5000 characters.
Use Save changes
Open /portal/teams on your application domain, using the workspace account for this task.
Find the form containing Room name, Topic. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
Select Save changes. Check the current record, recipients, amount or destination before confirming when those values apply.
If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.
Field
What to enter or choose
Room name
Required. Enter the room name for this task, using the help or example shown by the form. Maximum 255 characters.
Topic
Optional unless the current form requests it. Enter the topic for this task, using the help or example shown by the form. Maximum 1000 characters.
Use Approve
Open /portal/teams on your application domain, using the workspace account for this task.
Find the form containing Decision note. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
Select Approve. Check the current record, recipients, amount or destination before confirming when those values apply.
If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.
Field
What to enter or choose
Decision note
Complete the visible field for the current selection; follow its validation message.
Use Reject
Open /portal/teams on your application domain, using the workspace account for this task.
Find the form containing Decision note. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
Select Reject. Check the current record, recipients, amount or destination before confirming when those values apply.
If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.
Field
What to enter or choose
Decision note
Complete the visible field for the current selection; follow its validation message.
Fields and choices
Field descriptions appear beside each task above so that separate forms are not mixed together.
Check the result
Stay in the same account/workspace and reopen the intended record or result screen.
For saved settings, compare the displayed values with the choices you made. For filters and previews, check the current result scope.
For queued or external work, inspect its status/history and provider result where applicable. A successful save does not by itself prove message delivery, publication, payment completion or provider approval.
Common problems
Problem
What to check
The screen or action is missing
Check the correct workspace account, role, enabled app and plan. A hidden action is not fixed by typing an internal endpoint.
A field is rejected
Read its validation message, choose from the offered options and check the relevant format or limit. Do not substitute a database ID for a displayed choice.
A list is empty
Check the selected workspace, search text, date range and status filters. Clear one filter at a time before concluding that records are missing.
A request is still pending
Check its status/history before repeating it. For messages, publishing, imports and payments, a submitted request can finish later or fail separately.