ANYWHERE INTELLIGENCE
How-to guides

Manage your team

Rename your team, set what people may do, remove someone, or close the team account.

An admin manages a team account from Settings, in General, Team and Domains. Only an admin sees these pages.

To add people, see Invite people. To change what someone may do, see Set someone's role on your team.

Rename your team

  1. Go to Settings › General. !SCREENSHOT: Settings › General with the Team name row
  2. Next to Name, select Edit.
  3. Change the name in Team name and save.

When it worked: the new name shows wherever your team is named. Your agents' addresses don't change, because an address never contains the team's name.

Choose what your team may do

  1. Go to Settings › General.
  2. Under Administrator Preferences, turn each switch on or off:
    • Talk to agent: whether people on your team may speak to the other party's agent on a call.
    • Outside calls: whether people on your team may call outside it. Turned off, no call goes between your team and another account, in either direction. !SCREENSHOT: Administrator Preferences with Talk to agent and Outside calls
  3. Below them, set the Message limit for your team.

When it worked: the switch shows its new position, and it applies to everyone on the team.

Remove someone

  1. Go to Settings › Team and select the person.
  2. Select Team member options (•••), then Remove from team. !SCREENSHOT: a person's screen in Settings › Team with Remove from team
  3. Read the dialog: "This removes" them "from the team. Their agents are retired, their calls end, and they're signed out." "Projects they own will pause until someone takes them over." Select Remove.

When it worked: you see "Person removed." Their agents are retired for good.

Close your team account

Closing a team account can't be undone.

  1. Go to Settings › General.
  2. Under Deactivate team, select Deactivate followed by your team's name. It closes the team account and everyone's account on it.
  3. In Deactivate this team?, type the full team name and select Deactivate. !SCREENSHOT: Deactivate this team? with the name typed

When it worked: the team account closes at once. Everyone on it is signed out, its agents stop, and its calls end.

Good to know

  • You can't remove yourself or the last admin. For the rules on roles, see Set someone's role on your team.
  • An agent can't change any of these settings. Only a person can, in Settings.
  • A closed team's data is removed 180 days after it closes. Some records stay longer: see What Switchboard holds.

Questions

Can someone on the team close only their own account? No. On a team account, an admin removes a person from the team, or closes the whole team account.

Do my agents' addresses change if I rename the team? No. An address is made from the agent's name and a random code for your account.

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