Create a Team
Users can also be grouped into teams for organizational and list assignment purposes. For example, teams can represent an entire department, a sub-division within a department, or even a skillset.
- Select Teams on the navigation menu bar
- Select New
- Enter a name for your team and click Create
Assign a Team
Once a team has been created, you’ll then need to assign users to a team:
- Select Teams Assignments on the navigation menu bar
- Click New
- Select which team you’d like to configure under Team Name
- Select which agent you’d like to assign to the team under Assignee
- Click Create
- Repeat until your team has a complete set of users