Managing teams

On Managing Teams, you can:

 

Teams list

The Manage teams page shows a list of users created, along with the selected information about them:

Teams_homepage.png

 

On the Teams homepage you can:

 

To edit the information displayed:

  • Click on settings_icon.png to open the settings pop-up:
    Teams_settings.png

On the pop-up:

  • Click on the check box of the information you want displayed.
  • The selected columns have a Settings_pop-up_check.png and are presented on a list on top.
  • The unselected columns have a Settings_pop-up_uncheck.png 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 Users_REFRESH.png.

 

To filter the information displayed:

  • Click on Users_filter.png.
  • Select a category from the drop-down menu.
  • On the selected category, click on Users_filtericon.png.
  • Select the desired itens.
Note: Click on Users_filternot.png 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 Users_delete.png to delete the team(s).
                        or
  • Click on Users_actions.png on the team's row.
  •  Click on Delete from the drop-down menu.

 

To duplicate a team:

  • Click on Users_actions.png 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 Managing_teams_create.png to open the Create Team pop-up:
    Teams_new.png
  • 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:

Teams_editteam_page.png

Edit team allows you to:

 

Edit team information

Click on User_profile_edit.png to open the Edit Team pop-up window:
Teams_edit.png

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 Users_actions.png to open the drop-down menu:
Teams_ProfileTeam.png

On the drop-down menu you can:

  • Duplicate - Duplicate the team profile.
  • Delete - Delete the team.

 

Edit members configuration

Click on Teams_adduser.png to open the users pop-up window:
Teams_users.png

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 Users_actions.png on the desired agent's row.
  • Click on Remove.
                        or
  • Click on the row's checkbox.
  • Click on User_profile_deletecampaign.png to remove the user.

 

Edit campaigns configuration

Click on User_profile_edit.png to open the Campaigns pop-up window:
Teams_campaignsadd.png

On the add campaigns pop-up window:

  • Click Teams_campaigns_button.png to open the Add Campaigns pop-up window:
    Teams_campaignsaddcampaigns.png
  • On the pop-up window:
    • Select the campaigns to add.
    • Click ADD CAMPAIGNS to apply changes.
  • Click on User_profile_deletecampaign.png 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 User_profile_edit.png to open the Presentation numbers pop-up window:
Teams_presentationnumbers.png

On the communications pop-up window:

  • Click Teams_communications_addnumbers.png to open the Add Numbers pop-up window:
    Teams_presentationnumbers.png
  • On the pop-up window:
    • Select the numbers to add.
    • Click ADD NUMBERS to apply changes.
  • Click on User_profile_deletecampaign.png to delete the numbers from the team's list.
  • Click SAVE to apply changes and close the pop-up window.
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