Manage Teams

Manage Teams

Create teams

  1. Click your name in the top-right corner of the screen.
  2. Select Settings from the dropdown menu.
  3. Click SETTINGS button on the top-left and select Teams.
  4. Select Add New Team.
  5. Enter a Team Name into the textbox, then switch the toggle to ✓ for any users you wish to add.
  6. Click SAVE.

 

Edit teams

  1. Click your name in the top-right corner of the screen.
  2. Select Settings from the dropdown menu.
  3. Click SETTINGS button on the top-left and select Teams.
  4. Select the team you want to edit.
  5. Click OK. The deleted team will be removed from all contests and targets.

Delete teams

  1. Click your name in the top-right corner of the screen.
  2. Select Settings from the dropdown menu.
  3. Click SETTINGS button on the top-left and select Teams.
  4. Select the team you want to delete.
  5. Click DELETE TEAM.

  6. Click OK. The deleted team will be removed from all contests and targets.

 

    • Related Articles

    • Teams

      Build your own team by grouping portal users. Coordinate with your team members to manage your projects efficiently and effortlessly. Teams can be @ mentioned and added as followers to tasks or issues.  Benefits of teams Filter by team in user ...

    • Teams Overview

      Teams allow you to organize your agents into groups based on your business needs or support process. They are particularly useful when you need a specific set of agents to manage common activities. Both tickets and activities (i.e., tasks, events, ...

    • MS Teams

      MS Teams can uplift your team work by making collaborations effortless. You can add Zoho Sprints as a tab in your Teams platform and manage work items across your backlog and board.  Get to know  about Zoho Sprints before you start with the ...

    • 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

      Users can be grouped together to form teams in Orchestly.  Add team Navigate to  and click Users from the left panel.  Click the Add Team button. Enter the details: Team Name: Give a name to your team. Select User(s): Pick users to be added to you ...