Section 3: Setting Your Default Team
If your role requires you to be a member of multiple teams within your organisation's Zudello account, you might find yourself frequently switching between them. To save a click upon login, you can designate one team as your default – this will be the team that loads automatically whenever you log in.
Steps to Set a Default Team:
- Navigate to Profile: Make sure you are viewing your user profile page. You can get there by clicking the Company menu (top right) and selecting Profile.
- Select Target Team: Within your profile, locate the Team settings section. Click the drop-down menu here and select the team you want to make your default.
- Expand Default Settings: For the selected team, click on the Default settings header to expand this subsection.
- Enable Default: Find the Is default team for user toggle and turn it ON.
- Save Changes: Scroll to the bottom of the entire profile page and click the Update button to save this setting.
To Remove or Change Your Default Team:
- Removing the Default: If you no longer want any team set as default, follow steps 1-3 above for the team that is currently set as your default. Then, simply turn the Is default team for user toggle OFF and click Update.
- Changing the Default: To switch your default to a different team, you first need to remove the default setting from the current one (follow the "Removing the Default" steps above). After saving that change, follow steps 1-5 again, this time selecting and enabling the new team you want as your default.
What Happens Next?
The selected team will now be the first one you see upon logging into Zudello. You can still switch between other teams you belong to using the Company Menu.
Next Section: Managing Notifications
Related How-To Guides:
title: Section 3 - Setting Default Team description: Choose which team Zudello opens by default when you log in, if you are a member of multiple teams. slug: /product-guide/general-user/manage-profile/section-3-set-default-team sidebar_label: 3. Set Default Team
Section 3: Setting Your Default Team
If your role requires you to be a member of multiple teams within your organisation's Zudello account, you might find yourself frequently switching between them. To save a click upon login, you can designate one team as your default – this will be the team that loads automatically whenever you log in.
Steps to Set a Default Team:
- Navigate to Profile: Make sure you are viewing your user profile page. You can get there by clicking the Company menu (top right) and selecting Profile.
- Select Target Team: Within your profile, locate the Team settings section. Click the drop-down menu here and select the team you want to make your default.
- Expand Default Settings: For the selected team, click on the Default settings header to expand this subsection.
- Enable Default: Find the Is default team for user toggle and turn it ON.
- Save Changes: Scroll to the bottom of the entire profile page and click the Update button to save this setting.
To Remove or Change Your Default Team:
- Removing the Default: If you no longer want any team set as default, follow steps 1-3 above for the team that is currently set as your default. Then, simply turn the Is default team for user toggle OFF and click Update.
- Changing the Default: To switch your default to a different team, you first need to remove the default setting from the current one (follow the "Removing the Default" steps above). After saving that change, follow steps 1-5 again, this time selecting and enabling the new team you want as your default.
What Happens Next?
The selected team will now be the first one you see upon logging into Zudello. You can still switch between other teams you belong to using the Company Menu.
Next Section: Managing Notifications
Related How-To Guides: