Team management settings are accessible only to users with the appropriate team-related permissions under Roles and permissions.
The team management feature allows workspace admins to streamline collaboration by creating and managing teams within their organization’s workspace. With this feature, you can:
- Create and edit team details
2. Add or remove members from teams
3. Designate dedicated channels to teams
Access team management settings
To access team management settings:
- Click the
icon in the bottom-left corner to open the “General Settings” page
- Under “Company settings”, click “Team management”
On the Team management page, there is a list of all teams in the workspace. The table includes details such as:
- Team name
- Number of members
- Dedicated channels
- QR code channel
- QR code assignment
- QR code download action
- Last updated date

What is a dedicated channel ?
A dedicated channel is a specific channel assigned to a team. Team members can only access conversations and messages within these assigned dedicated channels. If no dedicated channels are assigned to a team, team members of that team will automatically gain access to all channels in your organization’s workspace.
Create a team
You can follow the steps below to create a new team:
1. Under “Company settings”, navigate to “Team management”
2. Click the “Create team” button
3. Within the popup that appears, input the following details:
- Team name
- Dedicated channels
4. Click “Create”

Viewing and editing a team
View team details
You can follow the steps below too view details of a specific team:
- Under “Company settings”, navigate to “Team management”
- Click the team to open its details page
- Review the team member list. For each team member, the table shows:
- Name
- Phone number
- Role
- Position
- Date added

Edit team details
You can follow the steps below to edit details of a specific team:
- Under “Company settings”, navigate to “Team management”,
- Click the icon that appears next to the team name
- Click “Edit team settings”
- In the pop-up window, update the following details as needed:
- Team name
- Dedicated channels assigned to the team (Optional)
- Once all changes are completed, click “Save”

Add members to a team
You can follow the steps below to add users as team members to a specific team:
- Under “Company settings”, navigate to “Team management”,
- Click the team that members should be added to
- On the team details page, click “Add team members” button
- In the pop-up window, search the user you would like to add to the team by email or name
- Click “Add members” once you completed your selection

Remove members from a team
Team members can be removed individually or in bulk.To remove members from a team:
- Under “Company settings”, go to “Team management”,
- Click the team that members should be removed from
- Use the checkboxes to select the users to remove
- Click “Remove” at the top of the table

Delete a team
You can choose to delete a single team, or delete teams in bulk.
Important notes before deleting a team
When a team is deleted:
- Conversations assigned directly to the team become unassigned in the company inbox
- Conversations assigned to individual team members remain assigned to those members
- Team members are not removed from the workspace. Only the team grouping is removed
Delete a single team
You can follow the steps below to delete a team:
- Under “Company settings”, navigate to “Team management”
- Hover over the team to be deleted
- Click the icon that appears next to the team name
- Click “Delete”
Delete teams in bulk
You can follow the steps below to delete multiple teams at once:
- Under “Company settings”, go to “Team management”,
- Use the checkboxes to select the teams to delete
- Click “Delete” at the top of the table