How-to guide
Everything you need, step by step.
Quick, plain answers for getting around Team Openly.
How to sign in
- Go to teamopenly.com and choose Sign in.
- Use your email and password, choose Continue with Google, or ask for a magic link sent to your email.
- New here? Choose Create account. It's free to join a workspace you were invited to.
- Forgot your password? Choose Forgot password and follow the link in your email.
Joining from an invite? Sign in with the same email the invite was sent to.
How to add your profile picture
- Open any workspace.
- At the bottom left, next to your name, tap the small picture button.
- Choose a photo from your computer or phone (up to 5 MB). It shows up for everyone right away.
How to add a workspace logo
- As the owner, look at the top left of the workspace, next to the workspace name.
- Tap the small picture button beside it and pick an image (up to 5 MB).
How to send pictures and documents
- In a channel or the Home chat, tap the paperclip next to the message box.
- Pick a photo or document (up to 50 MB). You can also paste a screenshot straight in.
- Add a note if you want, then press Send.
How to add a channel
- Owners: on Home, choose Create channel at the top right, or press + next to Channels in the left menu.
- Give it a name and short description.
- Choose who can see it. Channels are private unless you turn on the read-only share link.
How to invite someone
- Owners: choose Invite someone at the top right of Home, or open Members & access.
- Enter their email and tick the channels they should see.
- They get an invite email. You can also copy the link and text it to them.
Invited people never pay — only the workspace owner picks a plan.
How to turn notifications on or off
- At the bottom left, next to your name, tap the envelope button.
- Switch off All email notifications to stop every email, or turn individual ones on or off: Mentions, Replies, Approval requests and Daily summary.
- Changes save instantly. Everything starts switched on.
- The bell at the top of the left menu shows your in-app alerts. Use Mark all read to clear them.
How to chat, mention and reply
- Type in the box at the bottom of a channel and press Enter to send.
- Type @ and a name to mention someone. They'll get an alert.
- Hover over a message to reply in a thread, react with an emoji, pin it, edit it or remove it.
How to use the Home screen
- Home is the first thing you see in a workspace. Tap Home at the top of the left menu to get back to it.
- See upcoming events, the to-do list, who's online, what you missed, and the team chat.
How to find something
- Tap Search in the left menu.
- Search messages, files and links. You'll only see things from channels you can open.
How to change your plan
- Owners: open Plan & billing in the left menu.
- Pick Starter (free, 3 people), Team ($17.95/month, 20 people) or Business ($39/month, 100 people).
- Use Manage billing to update your card or cancel.