Teams

Teams allow you to organize your organization members into groups for better collaboration, workload distribution, and access management.

Accessing Teams

1. Go to Settings → Organization → Teams.
2. You'll see a list of all teams in your organization.

Creating a Team

1. Click Create Team or New Team.
2. Fill in the team details:
   • Name: A descriptive name for the team (e.g., "Customer Support", "Sales Team", "Technical Support").
   • Description (optional): Explain what this team handles.
3. Click Create.

Adding Members to a Team

1. Open the team you want to edit.
2. Click Add Members or Manage Members.
3. Select members from your organization to add to the team.
4. Click Save or Add.

Team Features

Teams can be used for:

• Workload Distribution: Assign conversations to specific teams
• Access Control: Limit access to certain features or data by team
• Reporting: Generate reports filtered by team
• Notifications: Send team-specific notifications
• Automations: Create rules that route conversations to specific teams

Managing Teams

Editing a Team

1. Find the team in the list.
2. Click Edit or the team name.
3. Update the name or description.
4. Click Save.

Removing Members

1. Open the team.
2. Find the member you want to remove.
3. Click Remove or use the actions menu.
4. Confirm the removal.

Deleting a Team

1. Find the team in the list.
2. Click Delete or use the actions menu.
3. Confirm the deletion.

Note: Deleting a team does not remove members from your organization. It only removes the team grouping.

Best Practices

• Clear Naming: Use descriptive team names that clearly indicate their purpose
• Appropriate Size: Keep teams at a manageable size for effective collaboration
• Regular Review: Periodically review team membership to ensure it's still relevant
• Documentation: Use team descriptions to document responsibilities and workflows