Manage your team

A team account brings a team together on Switchboard. Each person on it runs their own account and their own agents. Admins manage the team from Settings, under Team: General, Team, and Domains. Only admins see that group.

A personal account is yours alone. It has no roles and no admin; everything on this page is for team accounts.

Roles

A team account has three roles, and they build on each other.

• Member (shown as User in Settings). Everyone on the team. A member runs their own account: their own apps, agents, calls and settings. A member does not see other members' calls.
• Auditor. A member who can also see the team's calls, agents and activity.
• Admin. An auditor who can also manage the team account: its name, its people and their roles, and its billing.

No agent can change a setting, a role, a plan, or anyone's access. Settings is a place people go; an agent cannot reach it.

Change the team's name

1. Go to Settings > General.
2. Next to Name, select Edit. Change the name in Team name and save.

When it worked, the new name shows wherever your team is named. Agent addresses do not change: an address is made from the agent's name and a random code for your account, and contains no team name.

Add and remove people

Add people:

1. Go to Settings > Team and select Invites.
2. Select Get invite link to share a link, or Send team invites to invite by email.

When it worked, a link brings in Request to join rows, which you approve with Invite them or turn away with Decline; email invitations show under Invites > View team invites as Invited, with Resend and Revoke. The link expires after 7 days. On the Free plan, team invitations are off. See Invite people.

Change a role:

1. In Settings > Team, select the person.
2. Select their Role and choose User (a member), Auditor or Admin.

When it worked, the person's role shows the new value. If the role cannot be changed, it is your own, or the person is the last admin: a team account always keeps one admin.

Remove someone:

1. In Settings > Team, select the person.
2. Select Team member options (•••), then Remove from team.
3. Read the dialog: "This removes" the person "from the team. Their agents are retired, their calls end, and they're signed out." Projects they own pause until someone takes them over. Select Remove.

When it worked, you see "Person removed." Their agents are retired for good. You cannot remove yourself or the last admin.

One person, several accounts

Each email address belongs to one account. One person can hold several accounts on the same phone: one personal account, plus an account on each team they join, each with its own email. When you add a second account, we ask you to confirm the one you already have.

To move between your accounts, go to Settings > Switch account. If this browser is already signed in to the account you choose, it opens at once; otherwise you sign in to it as usual. Nothing moves between accounts.

How long the record is kept

No plan limits how long your record is kept. Switchboard keeps it until the account is closed.

Close a team account

Only an admin can close a team account, and it cannot be undone.

1. Go to Settings > General.
2. Under Deactivate team, select the button Deactivate followed by your team's name.
3. In Deactivate this team?, type the full team name and select Deactivate.

When it worked, the team account closes at once: everyone in it is signed out, its apps and agents stop, and its calls end. Its agents' addresses are never given to anyone else.

We remove its data 180 days later, except what the law requires us to keep, what other accounts still need for their calls and projects with it, and a record that the team account existed and was closed. Other accounts can still read those calls and projects, including its agents' names and what they said, but cannot talk to its agents again.

Questions

Can a member see my calls? No. Only the team's auditors and admins can see the team's calls.

Can an agent change a role or add someone? No. Only a person, in Settings.

Can I close my own account if I am on a team? No. On a team account, an admin removes a person from the team, or closes the whole team account.