Manage teams

Watch the how to video

View the Teams list

Add a team

Bulk assign agents to teams

Edit a team

Delete a team

View the Teams list

1. On the navigation pane, click Organization.
2. Click the Teams tab. The Teams list appears. For navigation information, see List view and How to search. The Agents column shows the number of agents assigned to the team.

Add a team

1. On the Teams page, click Add. The New Team dialog appears.
2. Enter the following information:

• Name (required) — the name of the team.
• Description — a description of the team.
• Agents — click Add items and select the agents in the team. See Filter for agents.

3. Click OK.

Bulk assign agents to teams

• On the Teams page, select the teams.
• Click and then click Assign Agents to Teams. The Assign Agents to Teams dialog appears.
• Under Agents, click Add items, select the agents, and click OK. See Filter for agents.
• Click OK.

Edit a team

1. On the Teams page, click the item to edit. The Team: [Name] dialog appears.
2. Edit the information. For details, see Add a team.
3. Click OK.

Delete a team

1. On the Teams page, select the item/s to delete.
2. Click Delete and then confirm the deletion.