Setting Up Teams in Your Account

Setting up Teams allows you to organize users into separate groups within an account, ensuring that users in one team cannot view cases assigned to other teams.

Only Admin users have permission to set up teams.

Step-by-Step Guide to Create a Team

1. Access Teams in Settings

• • Go to Settings and click on Teams.

2. Add a New Team

• In the top-right corner, click Add to start creating a new team

3. Name and Add Users to the Team

• Name Your Team: Enter a unique name for the team.
• Add Users: Select and add the users you want to include in this team.

4. Save Your Team

• Once all details are filled in, click Save.
• Your newly created team will now appear on the Teams page.

Each team created will function independently, providing a secure and organized way to manage users and cases.