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Step 3- Create Bundles

Add data to your account by creating Bundles via the web, mobile or browser extension. Instructions below:

Web

  • Log in to TeamData from the web
  • Click Categories from the menu at the top of your screen & select a category
  • Click the + button to choose a bundle type from the list
  • Name the new Bundle (make it unique to help you easily identify it later. For example: "John Doe’s Travel Info")
  • Use the drop down arrows to search for & add existing Data Bits to your Bundle OR simply start adding data  
  • Click the green ‘Save’ button at the top of the screen to save the Bundle

Mobile App 

  • Download the mobile app for iOS or Android & log-in
  • Press the 'Add New +' button on the bottom of your screen
  • Select a Bundle type & click to create new
  • Name your Bundle (ake it unique to help you easily identify it later. For example: "John Doe’s Travel Info")
  • Add data to remaining fields & press 'Save'

Web browser Extension 

  • Install the Team Data browser extension in your browser
  • Click the icon in your browser & log-in
  • Browse for new Data Bits by category or using the search field
  • Click the + button and select a bundle type from the list (NOTE: This will open a new window & take you to the TeamData website, complete the remaining steps below from there.)
  • Name the new Bundle (make it unique to help you easily identify it later. For example: "Jen's Citibank Card")
  • Add data to the remaining fields & click 'Save'

 

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