Quick Guide: How to Create a New Team in Cincel

Creating teams in Cincel allows you to organize documents, control access, and optimize collaboration. This guide shows you how to set up your first team in a few minutes.

Prerequisites

Be the account Administrator.
Have a Business or Enterprise plan to be able to add members to the team.

Steps to Create a Team

Go to the ‘Teams’ section.
Log in to your account and, in the left sidebar menu, click on the “Teams” option.
Start the creation.

Inside the teams panel, click the “New team” button.
Assign a name.
Enter a descriptive name for your team (e.g.: “Legal Department”, “Project Alpha”).
Upload a logo (Optional).
Click to upload your company or team logo. This helps to identify it visually on our Platform and quickly distinguish it from other teams.
- Recommendation: .png or .jpg format, 150x150px size, less than 1MB.
Save your team.

Click the "Save" button to finish.

Your team is ready! What’s next?

Your next step is to bring it to life:

Invite your team members: Add your collaborators and assign them the correct role (Administrator, Editor, Observer).
Create folders: Start organizing your document structure.
Upload documents: Upload the first agreements to start managing.

💡Tip Cincel: Before creating multiple teams, plan your ideal structure. Think about how your departments are organized and who needs access to what information. A good initial plan will save you time in the long run.