Creating & managing Teams

Benefits of Teams

• Gate access to workflows -- In Flow, you can gate a Team from accessing workflows by adding or excluding them from a private Collection. Learn more 
  
• Gate access to contacts -- In Connect, users can only call contacts that are part of the same Teams.
• Fast access -- When a Team is paired with a headset, users can select their name from a list instead of authentication with their email address and password. Learn more

Note: Users can be part of multiple Teams.

 
Creating Teams

Teams are often comprised of users who complete the same workflows and are likely to call one another via Connect. 

Only Owners can create and manage Teams. Learn more

1. Open the Profile drop-down.
   
   
   
   
2. Select Organization Settings.
   Note: Organization Settings are only visible to Owners.
   
   
   
   
3. Select Teams from the side navigation.
   
   
   
   
4. Select New Team.
   
   
   
   
5. Type a name for the new Team.
   
   
   
   
6. Add users by typing their name and selecting them from the dropdown. 
   
   
   
   
7. When you have finished adding the users, select Create.
   
   

Managing Teams

1. If you want to add or remove users, select the Team from the list of Teams to open Team Settings.