ADD A TEAM
  • Updated on 10 Dec 2019
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ADD A TEAM

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  • A System administrator or a workforce administrator can add a team.

  • In the team "List view" click on the "Add team"button to begin the process of adding a team.

Create Team 3

  • Once you have clicked on the "Add team" button , you will be navigated to the Add team page.

  • To add a team, you will need to provide the following information.

    • Team name
    • Team description
    • Team color
    • Team member(s) and team leader
  • A team must contain a minimum of one leader for it to be created.

  • To add a new team member to the team you are creating, you need to search for them by typing thier name find an agent text box. Once thier name appears, you clicked on it and then you click on the "Add member" button.

Create Team 4

  • Once you have added all the members to the team, click "Add team" button.

Create Team 5

  • Your new team will be displayed on the "List team" page.
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