Configure your teams

Group your users

By Eva
February 21, 2020

Teams are groups of users that collaborate on tickets. If a user is a member of any team, the teams will be displayed in the left menu under the “Tickets” section.

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 Teamand 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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