TeamHub – Contract Management, Asset Tracking, & Internal playbook
How to Invite Team Members?
Last Updated: December 24, 2025Grow your organization by inviting colleagues to join your workspace. Follow these steps to send an invitation and onboard new users. Step 1: Send the Invitation Step 2: User Acceptance (What happens next?) Once the invite is sent, the new member needs to complete the setup process:
How to Create a Category?
Last Updated: December 24, 2025Categories are essential for organizing your Playbooks. You must define these categories in the settings menu before you can assign them to any documents.
Understanding the TeamHub Dashboard
Last Updated: November 26, 2025The TeamHub dashboard acts as your central command center, giving you an immediate, high-level view of your organization’s resources, legal commitments, and operational readiness. 1. Key Metrics (At-a-Glance) The top section features four dedicated cards that provide a real-time count of your core resources: 2. Critical Alerts & Action Items Below the metrics, the dashboard…
How to Add Contracts to TeamHub
Last Updated: November 26, 2025Centralize your vendor agreements and subscriptions to keep track of costs and renewal deadlines. You can add contracts individually or upload them in bulk. Option 1: Manual Entry Use this method to add a single contract to the system. Option 2: Bulk Import (CSV) Use this method to migrate your existing contract list from a…
How to Create and Manage Playbooks
Last Updated: November 26, 2025Playbooks are the knowledge base of your organization—perfect for storing SOPs, training guides, and process documentation. Step 1: Set Up Categories (Prerequisite) Before you can create a playbook, you must define at least one category to organize it under. Step 2: Create a New Playbook Once your categories are ready, you can start building content….
How to Add Assets to TeamHub
Last Updated: December 24, 2025Keep track of your organization’s hardware and software inventory to ensure accountability and monitor warranty statuses. You can add assets individually or import them in bulk. Option 1: Manual Entry Use this method to add and configure a single asset. Option 2: Bulk Import (CSV) Use this method to migrate a large inventory list from…
Managing TeamHub Settings
Last Updated: December 24, 2025The Settings menu is the administrative heart of your workspace. It consists of four key tabs that allow you to manage security, team access, billing, and content organization. 1. Profile (Security) Manage your personal login credentials. 2. Users (Team Management) Control who has access to your workspace and manage their permissions. Inviting a New Member:…