Team List Management

Once you have set up a team in Team Management screen, you must define which agents belong to which teams. To use this function, at least one agent and one team need to have been added to the system. The management screen is available in the Team List Management module of the Administration group. Additionally, it is also accessible from the Team Management screen.

Manage Team Agents Screen

Manage Team Agents Screen

Manage Agents โ†” Teams Relations

To assign some teams to an agent:

  1. Click on an agent in the Agents column.

  2. Select the teams you would like to assign the agent to.

  3. Click on the Save or Save and finish button.

Change Team Relations for Agent

Change Team Relations for Agent

To assign some agents to a team:

  1. Click on a team in the Teams column.

  2. Select the agents you would like to assign to the team.

  3. Click on the Save or Save and finish button.

Change Agent Relations for Team

Change Agent Relations for Team

Note

If several agents or teams are added to the system, use the filter box to find a particular agent or team by just typing the name to filter.

Multiple agents or teams can be assigned in both screens at the same time. Additionally clicking on an agent or clicking on a team in the relations screen will open the Edit Agent screen or the Edit Team screen accordingly.

Warning

Accessing an agent or a team provides no back link to the relations screen.

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