How to create a team
How do I create a team?
This article explains how to create a new team in your workspace. Follow these steps to build structured groups for your agents. This helps organize your inbox management.
In this article, you will learn how to
- Create a new team in your workspace.
- Add a name and descriptive text for your new team.
- Resolve errors during the group creation process.
Before you start
Before creating a team, make sure you have:
- Admin access to your Flownally workspace.
How to create a team
- Log in to your Flownally workspace.
- Go to the Team tab.
- Go to the Teams section.
- Click on the Create team button.
- Provide a name for the new team.
- Optionally add a description for the new team.
- Click on the Create team button.
What happens after creating a team?
After creating a team, the new group appears in your teams overview panel. You can now assign specific communication channels to this team and start adding member profiles to it.
Troubleshooting
Create button does not respond
The team creation form fails to submit because of a temporary browser interface lag, so you must refresh your tab and try clicking the button again.