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How to manage Account Settings for your team
How to manage Account Settings for your team

You can modify Account Settings for your team, and set team-wide defaults for things like Hours, Habit templates, and Webhooks.

Updated over a month ago

You can modify multiple settings for your team, including how others join your team, who can invite new members, and additional team-wide settings for things like Hours and Habit templates to optimize your team’s use of Reclaim. Note: only admins have the ability to make these changes.

To manage your team settings, go to the Account page and select which settings you want to edit.

Let's take a look at some of the settings you can manage for your team:

Members

From the Members page you can add or remove team members, and set or revoke admin permissions. This is also where you can see how many available seats you have left on your current plan.

Defaults

From the Defaults page, you can customize several key settings to streamline your team’s onboarding process and ensure team-wide alignment:

Team Habit Templates

Create templates to guide your team’s routines, promoting a balance between productivity and well-being from the start.

These default Habit templates will be offered up to team members during onboarding, and show to everyone on the team at the top of the Habits page as recommended routines.

Meeting and Working Hours

Set shared Work and Meeting Hours that will apply to the whole team by default to ensure everyone’s schedules align with team priorities, helping to maintain a consistent work culture.

Note that Habit and Hours defaults will only apply to new members joining your team, and will not update existing team members' settings. Individuals will also still be able to personally adjust their Hours in their Personal Settings.

Settings

From the Settings page, you can manage invite and onboarding settings for your team.

Invite settings

By default, users can request to join the team if they're in your company's domain (learn more about joining and leaving a team here). You can opt to restrict this to admins only, or allow anyone on the team to invite new users.

As an admin, you can change how users on the same domain are able to join your team:

  • Only allow users to join the team if invited

  • Allow users to request to join when they discover the team

  • Or, allow users to join automatically when they discover the team.

Note: For teams that choose Users can join automatically - a user with the same email domain who clicks Join will be added to the team with no request workflow.

Onboarding features

Enable key features automatically for new members to simplify onboarding and ensure they start with the right tools in place.

You can also customize which features you want to include when a new team member onboards, selecting from Habits, Smart Meetings, Buffer Time, Scheduling Links, and Calendar Sync.

Billing

From the Billing page, you can browse available plans and included features and upgrade you/your team's plan.

Webhooks

From the Webhooks page, you can see and manage your team's Webhook configurations that they have set up to automate workflows.

Learn more about using Webhooks for Scheduling Links.

Personal settings

Outside of your team-wide Account Settings (which are only available to team Admins), you can also manage your personal Reclaim settings in the Personal Settings page.

Here you can manage things like your scheduling preferences, task settings, Hours, color coding, and more. Learn more about Buffers, Settings, and Color-Coding here.

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