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A team is a named group of reps and the manager who looks after them, such as one shop or one department. A person is on one team at a time. Owners and admins work across every team, so they are never members of one. In the Members list they show as All teams. Teams are for organising people. They do not change which conversations anyone sees: a manager sees every conversation in the workspace, and a rep sees their own and the unassigned ones. See Roles.

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Create a team

Owners and admins only.
1

Choose New team

Go to Settings, then Users and teams, and choose New team.
2

Name it

Enter a Team name and choose Create team. The new team’s page opens.

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Add people to a team

1

Open the team

On Users and teams, select the team under Teams.
2

Choose Add member

Pick the Person and their Role on this team: rep or manager.
3

Add them

Choose Add to team.
The list offers managers and reps who are not on a team yet. To move someone from another team, remove them from that team first. You can also put someone on a team when you invite them. See Invite people.

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Change a team

On the team’s page, an owner or admin can:
  • Rename it. Select the team’s name and type a new one.
  • Change a member’s role. Use the role menu beside their name. Making someone the manager of a team makes them a manager in the workspace, and setting them back to rep does the reverse.
  • Remove a member. Choose Remove from team beside their name. They stay in the workspace, without a team.
  • Delete the team. Choose Delete. A team can only be deleted once everyone has been removed from it.

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What a team’s manager can do

A manager reaches their team from Settings, Users and teams, under Your team. On their own team, a manager can:
  • add a rep who is not on a team yet, with Add a rep
  • remove a rep from the team.
A manager cannot rename or delete the team, change anyone’s role, or remove another manager. Those are for an owner or admin. A manager also cannot invite new people to the workspace.