The Teams page allows you to effectively manage both users and teams in your organization. This page is crucial for organizing your staff, controlling access, and ensuring that the right people have the right permissions for their tasks. Here’s how the different sections work:

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Users Management

The Users section is designed for managing individual users. From here, you can:
  • View all users and their details: Get a detailed list of all users in your organization, including their roles, assigned teams, and their status.
  • Invite new users: Add new users to the system by entering their email address, assigning a role (like Agent, Administrator, etc.), and determining the teams they will belong to. You can also assign them specific skills based on your needs.
  • Edit user details: Modify a user’s role, access level, permissions, assigned teams, and skills as per changing requirements. This helps in maintaining proper user access and role management.
  • Remove users: If a user is no longer part of the organization or doesn’t need access anymore, you can delete them from the system.

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Teams Management

The Teams section helps you organize users into groups based on their functions or departments. Here’s what you can do:
  • View all teams: See a list of all teams in your organization, along with the number of members in each team. This helps you quickly assess team size and structure.
  • Create new teams: Create new teams by assigning a name and selecting the members from the existing users. This can help you create specialized groups within your organization.
  • Manage team members: Edit teams by adding or removing users. You can also update team settings and modify the team name if necessary.