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How to add a member to a team

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How do I add a member to a team?

This article explains how to add a workspace member to a specific team. Follow these steps to assign agents to department groups using either the member or team views. This ensures your teams can access their routed messages.

In this article, you will learn how to

  • Add an active member to a chosen team.
  • Use the team perspective to organize your group rosters.
  • Fix member visibility issues inside your teams.

Before you start

Before adding a member to a team, make sure you have:

  • Admin access to your Flownally workspace.
  • An active member saved in your workspace.
  • An existing team created in your workspace.

Important thing: Members can belong to multiple teams at the same time, so adding them to a new group will not remove them from existing ones.

How to add a member to a team

  1. Log in to your Flownally workspace.
  2. Go to the Team tab.
  3. You have two options on how to add a member to a team:
    • From the member perspective:
      1. Go to the Members section.
      2. Click on a team member.
      3. Click on the Add team button.
      4. Choose a team you want the member to join.
    • From the team perspective:
      1. Go to the Teams section.
      2. Click to a team.
      3. Click on the Add member button.
      4. Choose a member you want to add to the team.

What happens after adding a member to a team?

After adding a member to a team, the user gains instant access to that team's conversations. Their name will show up on the team roster and they can view routed channel messages in the shared inbox.

Troubleshooting

User not visible in list

The member name does not show up in the selection dropdown. This happens because members have a pending invitation status. In that case the user must accept the invite first before you can add them to a team.

Team list fails to open

The select team menu remains empty when clicked. This can happen due to a temporary server connection delay. You must reload the page and attempt the step again.

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