Teams

A Team groups users of the same customer. It lets you manage access collectively: giving a group of people the same access level, without configuring each account individually.

When do you use this section?

• You want to create a working group within a Customer
• You want to assign users to an existing team
• You need to define different access levels for subgroups (e.g., a team of managers with more rights than a team of agents)

Accessing the team list

From the main menu on the left, click Organization then Teams.

The list displays, for each team: its name, its description, the customer it belongs to, and the number of members. Click the Members button to see directly who is in the team.

Creating a team

1. Click + New team at the top right.
2. Fill in the team's name and a short description.
3. Click Create.

Managing a team's members

1. Click the Manage members icon (people) next to the team.
2. The list of all the customer's users is displayed.
3. For each user, you can:
   • Check the box to add them to the team (or uncheck to remove them)
   • Choose their level within the team: Admin, Manager, Member, Contributor, Reader, or None
4. Click Save to confirm all your changes at once.

Editing or deleting a team

• Click the pencil icon to edit the team's name or description.
• Click the trash icon to delete the team. Member users are not deleted, only unlinked from the team.

Learn more

• Manage a customer's users
• Create application profiles