How to Create & Manage Teams

Teams in Distrobird are used to encapsulate customer-facing roles within your organization. For example; inbound sales, support, and customer success are examples of teams that can be enabled within your Distrobird account. Users can belong to a single team or work across multiple teams.

Each team manages its own channels, including phone numbers, web chat messages, inbound call configuration, shared email inboxes for collaboration, and office hours. As an admin, the channels and features you enable for a specific team will depend on their responsibilities; for example; an email-only customer support team can be assigned a shared support@ inbox; messages sent to this address will be routed and assigned to reps based on your preferred routing rules. 

The following teams have already been created for you by default: Customer Success Team, Support Team, Sales Team, and a General Team. To make your own custom teams, follow this simple step-by-step guide:

1. Select Teams from the hamburger menu on the side navigation. This will take you to your Teams page.
2. On your Teams page, click on Create Team at the top right corner of the page. This will open up the create team slideout. 
3. On the Create Team slideout, enter a name for the team you want to create in the Team Name field.
4. Next, click on the Set timezone dropdown to select the timezone your team works in.
5. Click on the Add team members dropdown to select members to add to the team. 
6. Once you’re done click Save.

Your team has been created.

Adding Teammates

Now that you have created a team, invite teammates to start collaborating. Here’s how:

1.  On your Teams page, click on the edit icon on the row of the team you wish to add members to. This will open the Edit team slideout.
2. Next, click on the Add team members dropdown and select members to add to the team.
3. Once you’re done, click Save.

Here’s another way you could add members to a team

1. On the Teams page, select the team you’d like to add teammates to. This will open up the selected team's settings page.
2. On the team's settings page, click on the Add Members button at the top right corner of the page.  
3. Next, click on the Choose members dropdown and select team members to add to the team. Note: you can select multiple team members here.  
4. Click Add Member

Removing Members from a Team

1. On the Teams page, click on the edit icon on the row of the team you wish to remove members from.
2. On the team's slideout, scroll to the Members section and select the team member you wish to remove from the team.
3. Next, click on the delete icon.
4. Confirm that you want the team member removed from the team.

Deleting a Team

1. From your Teams index page, click the actions icon on the row of the team you would like to delete. Select Delete from the dropdown menu
2. You can transfer conversations and content from the team you want to delete to another team or team member. Select the team or team member from the dropdown menu to do this. Or search for them by name or email address. Note: This is optional, if you choose not to transfer the data from the team you’re deleting, the data is transferred to the default General team

The only team that cannot be deleted from the Distrobird dashboard is the default General team which includes every person within your organization.

Editing Teams

To edit details of a team such as a team's name, timezone, and even team members, follow these steps:

1. On your Teams page, click on the edit icon on the row of the team you wish to make edits to. 
2. On the Edit team slideout, make your desired changes and click Save.

Once your changes have been saved the details will now reflect on your dashboard. 

Check out this article to learn how to configure your team's channels and office hours.