Workspace team management

Teams can be created within your Workspace to group members together and control client record visibility. Teams can be assigned tickets and events to identify who is responsible for completing them. Once a team is created, you can add new members, remove members and change the team name within the team directory.  

To access Workspace team management: 

1. Select the Workspace menu in the side navigation menu
   
   
   
   
   

2. Click the Manage workspace access button
   
   
   

3. Click the Teams tab
   
   
   
   
   

4. All the teams that have been created in your Workspace are listed in the directory
   
   
   
   

Related Articles:

• Creating a Team
  
• Deleting a Team
• Changing a Team name
• Adding and removing team members
• Reassigning members to a new Team