On Managing Teams, you can:
Teams list
The Manage teams page shows a list of users created, along with the selected information about them:
On the Teams homepage you can:
- Edit the information displayed
- Refresh the information displayed
- Filter the information displayed
- Delete a team
- Duplicate a team
To edit the information displayed:
- Click on
to open the settings pop-up:
On the pop-up:
- Click on the check box of the information you want displayed.
- The selected columns have a
and are presented on a list on top.
- The unselected columns have a
and are present on a list below.
- Click SAVE to apply changes.
The information available for selection is:
Name | - | Name attributed to the team. |
Full name | - | The team's full name. |
Id | - | The team's identification number. |
To refresh the information displayed:
- Click on
.
To filter the information displayed:
- Click on
.
- Select a category from the drop-down menu.
- On the selected category, click on
.
- Select the desired itens.
Note: Click onto delete the filter.
To delete a team:
- Select the team(s) by clicking on the row's checkbox.
- On the top right-side of the screen, click on
to delete the team(s).
or - Click on
on the team's row.
- Click on Delete from the drop-down menu.
To duplicate a team:
- Click on
on the team's row.
- Click on Duplicate from the drop-down menu.
Add Team
Add team allows you to create a new team:
- Click on
to open the Create Team pop-up:
- On the Create team pop-up:
- Name (mandatory) - The name the team will be identified by.
- Full name - The team's name.
- Drag an image file or click to upload the image file associated with the user.
- Click CREATE to save the user information.
Edit Team
Click on the team, on the list, to open the Team Profile:
Edit team allows you to:
- Edit team information
- Edit team profile
- Edit members configuration
- Edit campaigns configuration
- Edit communication settings
Edit team information
Click on to open the Edit Team pop-up window:
On the pop-up window:
- Insert the team name.
- Insert the team full name.
- Select if integration with workforce is enabled.
- Click SAVE to apply changes.
Edit team profile
Click on to open the drop-down menu:
On the drop-down menu you can:
- Duplicate - Duplicate the team profile.
- Delete - Delete the team.
Edit members configuration
Click on to open the users pop-up window:
On the add users pop-up window:
- Select the users to add the to the team.
- Click ADD USERS to apply changes and close the pop-up window.
To remove an user:
- Click on
on the desired agent's row.
- Click on Remove.
or - Click on the row's checkbox.
- Click on
to remove the user.
Edit campaigns configuration
Click on to open the Campaigns pop-up window:
On the add campaigns pop-up window:
- Click
to open the Add Campaigns pop-up window:
- On the pop-up window:
- Select the campaigns to add.
- Click ADD CAMPAIGNS to apply changes.
- Click on
to delete the campaign from the user's list.
- Click SAVE to apply changes and close the pop-up window.
Edit communication settings
Click on to open the Presentation numbers pop-up window:
On the communications pop-up window:
- Click
to open the Add Numbers pop-up window:
- On the pop-up window:
- Select the numbers to add.
- Click ADD NUMBERS to apply changes.
- Click on
to delete the numbers from the team's list.
- Click SAVE to apply changes and close the pop-up window.