> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.yesref.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# How do I create a team


1. Login to YesRef

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-06-30/0623bfab-481e-4fde-993e-f151b612b5cc/ascreenshot.jpeg?tl_px=0,0&br_px=1541,992&force_format=jpeg&q=100&width=1120.0)


2. Click the initials in the top right-hand corner or if you are using the app, click profile in the bottom right-hand corner

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-06-30/0623bfab-481e-4fde-993e-f151b612b5cc/ascreenshot.jpeg?tl_px=0,0&br_px=1541,961&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=1059,0)


3. Click "Manage Profile"

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-06-30/91ad279b-9653-4add-9bbd-a20205474d21/user_cropped_screenshot.webp?tl_px=0,0&br_px=1541,992&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=1017,373)


4. Click "Manage my education provider"

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-06-30/396c0b3b-94ec-47b5-aadd-7046b2a62033/ascreenshot.jpeg?tl_px=0,0&br_px=1541,992&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=408,126)


5. Click "Teams"

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-06-30/72d7ab14-b556-4ea3-b1b2-8b9041c33884/ascreenshot.jpeg?tl_px=0,0&br_px=1541,992&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=291,160)


6. Click "Create Team"

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-06-30/d9a18678-be5e-43a1-9fae-c939c5859877/ascreenshot.jpeg?tl_px=0,0&br_px=1541,992&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=556,120)


7. Complete the required information for the team creation

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-06-30/fc197553-3aa8-403e-b938-6284e58c0a16/screenshot.webp?tl_px=0,0&br_px=779,868&force_format=jpeg&q=100&width=1006)


8. Optional: You can also add Role Defaults specifically for this team. Click Create when complet

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-06-30/a510a119-41d8-419d-bddc-0d6517d37857/ascreenshot.jpeg?tl_px=0,0&br_px=1541,992&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=656,642)