Adding and Managing Teams

Adding and Managing Teams

Teams help you maximize agent productivity and provide knowledgeable support to customers. You can add up to 60 teams in each of your departments.

Note:
  • Teams are available only on Professional and Enterprise.
  • Only users with the "Agents and Teams" permission in profile can add and manage teams.

To add a new team:
  1. Click the Setup icon (  ) in the top bar.
  2. Click Teams under the Users and Control menu.
  3. In the Teams page, click New Team in the upper right area.



  4. In the Add New Team page, do the following:
    • In the Team Details section, specify the Team Name and Description for the team.
    • In the Team Sources section, select the team members. You can select agents, roles, roles & subordinates, and different teams as members of the new team.
  5. Click Save.
Once a team is added, you can view its members under the Team Members tab. You can also view the sources of team members, under the Team Sources tab.

Note:
  • Each team can consist of a maximum of 100 agents, 50 teams, 20 roles and 20 roles with subordinates.
  • Selecting roles or roles & subordinates will add only those agents who have access to the current department.

Editing Teams
After creating teams, you can update the team name and team members as your requirements grow.

To edit teams:
  1. Click the Setup icon (  ) in the top bar.
  2. Click Teams under the Users and Control menu.
  3. In the Teams page, hover your mouse pointer and click the Edit icon (  ) corresponding to the team that you want to edit.
  4. In the Edit Team page, do the following:
    • In the Team Details section, specify the team name and description for the team in Team Name and Description fields respectively.
    • In the Team Sources section, select the team members.
      You can change the users, roles, roles & subordinates, and different teams as members of the existing team.
  5. Click Save.
You have successfully edited the team.

Deleting Teams
Periodically you may consider cleaning up the unwanted teams using the delete option. While deleting, you may need to reassign the tickets and activities assigned to the current team.

To delete teams:
  1. Click the Setup icon (  ) in the top bar.
  2. Click Teams under the Users and Control menu.
  3. In the Teams page, hover your mouse pointer and click the Delete icon (  ) corresponding to the team that you want to delete.
    You are required to reassign the tickets and activities of this team to another agent or team.



  4. Select the correct owner for tickets and activities using the drop-down menu.
  5. Click Reassign and Delete.
The team will be successfully deleted.

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