Create Teams

Created by Jens Leijon, Modified on Fri, 11 Aug 2023 at 02:33 PM by Hannah Peters

What are Teams?

Teams are used to, more efficiently, give several agents permission/access to channels, accounts and queues.

How to create Teams

To create a Team go to Staff -> Teams:

Click the plus in the bottom right corner:

Fill out the different fields:

Name: Name of the Team

Description: Description of the team

How to add agents to a Team

To add agents to team you go to Staff -> Teams

Click the three dots to the right:

Click Add Agents to Team:

You will find all agents that are not members of the Team in the left list, and the members of the Team in the right list.

To add a member to the team you click on them in the left list and they will be moved to the right list, or click the two arrows pointing to the right at the bottom to add all agents. 
Then click Save:

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