Teams are used to group agents together and to restrict access to agents that are visible to Supervisors or Team Leaders

  1. Choose ‘Settings’ in the top menu, then ‘Teams’ in the sub menu.
  2. Click on ‘New’ and enter the name of the team.
  • In the example below, the team is named ‘Doc team’ and the Team Leader is chosen from a drop-down list.

This is to be repeated for all teams and they will be listed in the ‘Teams’ section. 


Last updated