Managing Teams

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Teams Video Walkthrough

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What Is a Team?

A Team is a group of Captivated users. Teams make it easier to organize users and manage settings or permissions for multiple people at once. For example, your organization might create separate Teams for:

• Sales
• Customer Service
• Service
• Billing
• Management

Users can be added to the appropriate Teams based on their role within your organization.

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View Your Teams

To view and manage your Teams:

1. Select the gear icon to open Administration.
2. Select Teams.

From here, you can view your existing Teams or use the search bar to find a specific Team.

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Create a Team

To create a new Team:

1. Select + Add Team.
2. Enter a name for the Team.
3. Select Save.

Once your Team is created, you can add the appropriate users and configure any available Team settings.

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Why Use Teams?

Teams make account management easier by allowing you to manage groups of users instead of configuring each person individually. For example, Teams can be used when managing access to certain Channels or determining who can transfer conversations to specific Queues.

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Team Roles & Permissions

When adding a user to a Team, you can assign a Team Role that determines what they’re allowed to do within that Team. A user’s Team Role is separate from their overall Captivated account permissions and other access, such as Channels and Queues. Choose the role that best reflects the level of access the user needs.