Teams
Teams let you group your users into functional teams — like "Sales Team", "Support Team", or "Marketing Team". When you assign users to teams, you can filter chats, leads, and reports by team.
Screenshot: Teams page showing a table with team name, description, status, and action buttons
teams-list.png
1. Go to Organization → Teams from the sidebar
2. Capture the table showing several teams with different statuses
Save to:
2. Capture the table showing several teams with different statuses
Save to:
static/img/screenshots/organization/teams/teams-list.pngTeams table
| Column | Sortable | Description |
|---|---|---|
| Name | Yes | Team name |
| Description | Yes | Team description |
| Status | Yes | Active (green) or Inactive (red) |
| Actions | — | Edit and Delete buttons |
Pagination
You can display 25, 50, or 100 teams per page.
Creating a team
Click the Add Team button to open the team form in a slide-out panel.
Screenshot: Create Team form showing Name and Description fields
create-team-form.png
1. Click "Add Team"
2. Fill in the name and description
3. Capture the slide-out form
Save to:
2. Fill in the name and description
3. Capture the slide-out form
Save to:
static/img/screenshots/organization/teams/create-team-form.pngTeam fields
| Field | Required | Validation | Max length |
|---|---|---|---|
| Name | Yes | Minimum 3 characters | 60 |
| Description | Yes | — | — |
Editing a team
Click Edit on any team to modify its name, description, or status.
Screenshot: Edit Team form showing Name, Description, and Status dropdown fields
edit-team-form.png
1. Click Edit on a team
2. Capture the edit form showing the Status dropdown
Save to:
2. Capture the edit form showing the Status dropdown
Save to:
static/img/screenshots/organization/teams/edit-team-form.pngWhen editing, an additional Status field appears with options:
- Active — The team is available for user assignment
- Inactive — The team is hidden from assignment dropdowns
Deleting a team
Click Delete on a team, then confirm the deletion in the dialog.
info
Deleting a team does not delete the users in it — they remain in the system but lose their team assignment. You may want to reassign them to another team.
Tips
- Keep team names short — They appear in filters, dropdowns, and chat assignments
- Use teams for routing — In Chat, you can filter conversations by team to see only your team's chats
- Deactivate instead of delete — If a team is no longer needed temporarily, set it to Inactive