Configure teams

Create teams that work together on tickets

By Eva
February 21, 2020

Teams are groups of users who work together on tickets. If a user is assigned to a team, these teams are displayed in the ticket menu below the inbox.

Teams can be organized according to functions such as support, accounting or marketing, for example, or divided according to products.

Tickets can be assigned to a team. Users with the role of Team Agent can only see their tickets and those assigned to their team.

Create a Team

  1. Go to Settings → Teams.

  2. Click on the button Create Team and type the name of a team.

Edit Team 

  1. In the last column, three dots appear when you hover it with the mouse.

  2. Click on the dots to open the menu and select edit.

 

Delete Team 

  1. Select a team and click on Delete at the top of the table

  2. Then Yes, I confirm

Filter 

  1. Click into Type to add filter.

  2. A menu opens and selects a filter, e.g., User. Automatically, a new list opens where you choose content, e.g., Amy. You can add multiple filters. They are all connected with an OR. They are all connected with an OR, e.g., User=Amy OR User=Michael OR Team=Sales. 

  3. If you don’t select a filter, it searches overall. 

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