Add Teams and Team Crew

To add new Teams and Team Crew to your organization, please follow these below steps:

Step 1: Click on the Teams tab in the left navigation and then click CREATE NEW to create a new Team.

Teams Section

Step 2: Input your Team Name and select the Assignment Method. You can select:

1. Grab Mode - The access to chatrooms will be first come first serve for Reps but no limitation for admins.

2. Collaboration Mode - Everyone on the team can access all team conversation chatrooms freely.

Click "CREATE" to proceed.

Step 3: You will get a pop out message of "The new team has been created" as can be seen from below figure, click INVITE to invite your team members.

Step 4: After that, search the email of the team member you want to invite and assign them their respective Team Roles which is either Team Admin or Representative and click INVITE.

Once you've completed these steps, you'll see the new team and team members listed in your organization.