Creating and Managing Teams

Teams List

To manage existing Teams or to create a new team, you can navigate to Here you will see a list of all teams configured for your account.

Note: that to manage teams, a user must first have an Administrator license 

Once on the Teams tab, you can search for existing Teams based on name along with viewing relevant information for each team. Each team listed includes the following information:

  • Team Name
  • Description
  • Created Date
  • Modified Date


Creating a New Team

To create a new team, simply select the "Create New" button within the Teams list page. 

On selection, this will open up a New Team screen to input basic information for your team. 


Here you can name your team which will be used across the platform as an identifier of your Team and the name you can leverage when filtering reports. 

Optionally, you can add a description to your team to designate your team's goals and any relevant information that you want to share with others. 

In addition, you can set an open barge strategy for your team which will designate if all members of the team can listen in to the calls of other members. 

Last, you can designate if call dispositions are required for calls associated with the team based on the direction of their calls. 

Once you have added the basic information for your team, select the save button to create your new team. 



Managing a Team

After selecting the save button (or selecting a team from the list of available teams from the teams tab), you are presented with a page to manage additional details for your team including associating Members and Supervisors.

Note that when you create a new team, all of the dispositions and custom user statuses used in your account will be associated with the new Team.



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