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Teams and Collaboration

Last updated Apr 25, 2026

Teams are shared workspaces. Multiple people can upload, organize, and download from the same set of files — useful for client-team collaboration, agency departments, or contractor handoffs.

Creating a team

  1. Go to Teams in the sidebar
  2. Click Create Team
  3. Enter a name and optional description
  4. Click Create — you become the team owner automatically

Inviting members

  1. Open the team and go to the Members tab
  2. Enter the person's email and pick a role (see roles below)
  3. Click Send Invite
  4. They receive an email and see the invite on their Teams page — they click Accept or Decline
  5. Pending invites expire after 7 days if not accepted

Roles

  • Admin — can upload, delete, and manage members
  • Member — can upload and view files
  • Viewer — can only view and download (read-only)

Team files

Click the Files tab inside a team. It works just like My Files — upload, create folders, organize. All team members see the same files; what they can do with them depends on their role.

Managing members

  • Owners and admins can change roles or remove members
  • Any member can leave a team on their own
  • Owners can delete the entire team — all team files go with it, so warn before deleting

Use cases

  • Client × agency: create a team for each client engagement, invite the client as Viewer, give your designers Member access. Keeps deliverables organized.
  • Department workspace: one team per department (Marketing, Finance, Ops). Members get full access to their team only.
  • Contractor handoff: create a team, invite the contractor as Member, share files. When the engagement ends, remove them — they lose access immediately.