Manage Your Team

Cregis’s team functionality offers a powerful set of tools designed for effective collaboration and streamlined asset management. By creating a dedicated Team Space, users can easily manage crypto assets with enhanced control and oversight, leveraging features like shared dashboards, multi-user access, and advanced risk management tools. This allows team members to work together securely, delegate tasks efficiently, and monitor asset performance in real-time. The team functionality also provides customizable access permissions, ensuring that sensitive operations are handled by authorized personnel only, further enhancing both security and operational efficiency.

Create a Team

You can click on the Team/Personal Space option in the top left corner, and from there, select Create a Team.

After clicking, you will be directed to the team creation page, where you will need to enter your team name in the dialogue box. Please note that the team name must be between 4 and 30 characters.

After entering the team name, a success message will be displayed, and you will automatically be redirected to the newly created Team Space.

You can now start using the features available in Team Space.

Edit Your Team Name

You can access the Team Information page from Manage, and when you hover over the team name, the Edit icon will appear.

You can then enter the new team name you want to update and click Save to apply the changes.

Disband a Team

You can access the Team Information page from Manage, then click the in the top right corner to see the option to Disband a Team.

After selecting Disband a Team, a confirmation window will pop up asking if you are sure you want to proceed with disbanding the team.

After confirming, you will need to complete Google verification. Once the verification is successful, the team will be disbanded.