On Managing Teams, you can:

• See teams
• Add teams
• Edit teams

 

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 on  to 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.