members interact and collaborate with other team members, team owners, and guest users. They can also view and make changes to documents (depending on the permissions set on the documents).
Guest user: Guest users are non-licensed users that have limited access and who must be invited to each team explicitly.
FIGURE 3-5: Providing a team name and description when creating a new team.
FIGURE 3-6: Viewing your newly created team.
A user can join a team either by receiving an invite to join or request to join an existing team. If a team is set up as private, then new users will need to be invited as they won’t be able to see the team and ask to join.
Inviting People to Your Team
Once you have your team set up, you can add people to the team. In the last section, “Creating a New Team,” we created an org-wide team so that everyone within the organization is automatically added to the team. In this section, we go through the same process as before to create a new team, but this time we’ll create a public and a private team and add members first during the creation process and then after we’ve already set up the team.
To invite people to your team during the initial team creation process, follow these steps:
1 Follow Steps 1–4 in the previous example to create a new team.
2 When asked, “What type of team will this be?”, instead of selecting the Org-wide option (shown earlier in Figure 3-4), choose Public or Private to create either a new public or private team.When you create a public or private team, you are also presented with a dialog box to invite people to join it just after the team is created, as shown in Figure 3-7.FIGURE 3-7: The dialog box to invite people to your team during the creation process.
3 Start typing the name of the person you want to invite to the team in the text box. The search functionality automatically looks for and populates the text box based on the letters you are typing. This happens in real time so that you can see the results of your search as you are typing. This is helpful if, for example, you only know the first part of someone’s name, or if you only know that the name starts with a certain letter.
4 Once you find the correct person, click that person’s name and then click Add.
5 Continue adding people until you’ve invited all the team members you wish to add.The users will be notified of their new team membership depending on how they have notifications set up. I cover notifications in detail in Chapter 8.
To invite people to your public or private team after it has been created, follow these steps:
1 Click the Teams icon in the left navigation pane to see a list of your teams.
2 Click the ellipsis next to the name of the team you want to invite someone to join.This opens a menu with more options.
3 In the More Options drop-down menu that appears, select Add Member, as shown in Figure 3-8.The Add Members dialog box that was shown earlier in Figure 3-7 appears. This is the same dialog box that appears when you first create a public or private team.
4 Start typing the name of the person you want to invite to the team in the text box.
5 Once you find the correct person, click that person’s name and then click Add.The users will be notified of their new team membership depending on how they have notifications set up. I cover notifications in detail in Chapter 8.
FIGURE 3-8: Adding members to a team already created.
Managing Your Team Settings
You can control many different settings in Teams, such as adding and configuring channels, users, and chat behavior, and you will discover how to change these settings in the next section. The settings you will likely use the most frequently are for your specific teams. These include adding and removing owners, members, and guests; adding and deleting channels; and working with apps.
To open the settings for a team, click the ellipsis next to the name of the team to open the More Options drop-down menu (shown earlier in Figure 3-8) and select Manage Team.
The Manage Team settings screen contains the following tabs at the top, as shown in Figure 3-9:
Members: The Members screen is where you add new members to the team. You can add people as members of the team or as guests. A guest user is a user who has access to Teams and can chat with you, but does not have access to the rest of your Microsoft 365 ecosystem. I cover guest user access in detail in Chapter 7.FIGURE 3-9: The management screen for a team with the Members tab open.
Channels: The Channels screen is where you can add a channel. A channel is an area of a team where you can chat about a common topic. For example, you might have a channel for carpooling, a channel for accounting, and a channel for clients. I cover channels in Chapter 4.
Settings: The Settings screen is where you manage the settings for a team, as shown in Figure 3-10. On the Settings screen you can set the team picture, set the permissions of users including what permissions you want to give to guest users, set up how @mentions (pronounced “at mentions”) work, get a link to the team that you can share so others can join the team, and other fun stuff such as adding virtual stickers. An @mention is when someone uses the @ (“at”) symbol followed by the name of a user in a message. It is essentially tagging the person so that Teams knows who the person is that is being mentioned. When your name is @mentioned, you will get a notification that someone has mentioned your name in a message. This will help you scroll through and find messages that are pertinent to you. I cover mentions and feeds in Chapter 8.
Apps:
