Step-by-Step Guides on How to Get Up and Running with Teams

We recently announced an update to our platform to better support teams.

To take advantage of Team Member Tag alerts, roles, and dashboard views, you’ll need to take a few steps to migrate your account.

If you don’t current apply Tags to Clients for individual team members (typically using their name), select Option 1.

If you currently apply Tags to Clients for individual team members (again, typically their name), select Option 2.

Still confused? Reach out to Support@Shape.io with questions. We’re happy to schedule a walkthrough to help you set up Teams.