Skip to main content

Teams

Use Teams when you need to organize operators into engagement teams and review which engagements a team supports.

Who can use this area

Team list

The team list page shows your organization’s current teams and gives eligible users a Create Team action. From the list page, you can:
  • review team cards
  • see members and assigned engagements
  • assign an available engagement to a team
  • open a team detail page

Team detail

The detail page shows:
  • team members
  • linked engagements
  • links back to the team list
  • a direct path into Edit Team

Create and edit flows

Use the create or edit flow when you need to:
  • create a new team record
  • rename a team
  • adjust team membership
  • review or adjust assigned engagements
  • /dashboard/teams
  • /dashboard/teams/create-team
  • /dashboard/teams/[id]
  • /dashboard/teams/[id]/edit