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When should I, and when should I not create a team in Prepare?

If you create your meetings in an external agenda system:

You should NOT create teams in Prepare. If you create your agendas in an external system, such as a DMS, you should only create the team in your DMS. Once you have published an agenda from the newly created team in your DMS, the team will be created automatically in Prepare.

Remember that you need to add yourself to the new team and have the rights as an agenda producer, before you can view the agenda and the new team in Prepare. Contact your administrator to be assigned to the new team.

Important:

If you have an auto-allocator installed, the team has to be added to the list assigned to the auto-allocator, for the agenda to be transferred to Prepare. An auto-allocator might be used if you have several organizations in Prepare that need to receive the same agenda. Contact the administrator in your organization to get the team added to the list.

IF YOU CREATE MEETINGS IN PREPARE:

You need to create teams in Prepare, if Prepare does not have an integration with another system, like a DMS. You use Prepare as an agenda system where you can create and write agendes directly in Prepare. Before you can begin to create meetings, you must create a team in Prepare.

You can also create teams in Prepare, even if you are using Prepare with a DMS, but as mentioned above, this is only for teams that do not exist in your DMS.

See how to create teams in Prepare

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