As your business grows, you will accumulate new team members and may need to create new teams/groups to further assist your customers. Within Pathlight, you are able to easily create new teams/groups and add team members to them within a few simple steps!
Note: To add team members to a group, follow the instructions within this article.
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Steps to creating a new Team/Group
1) Select the Dashboards tab on the left hand side of your screen
2) Within the Dashboard screen, go to the top left hand side of your screen and select the Org Chart
3) Once you have selected the Org Chart, click on the the New Team button at the bottom of the screen
4) The New Team screen will populate with several fields that require information to be input
5) Create a name for the team/group within the Name Field
6) Select the appropriate Parent Group in which this new team will be under, within the Parent Group field
7) Each team/group requires a Team Leader (the new team/group cannot be created without a Leader). Search for the appropriate leader for this team within the Leader field
8) If you would like other managers/leaders to be able to assist you with viewing and support this team, type in their name and select them from the search results within the Viewers field. You can add as many as you see fit.
9) Select the timezone in which this team resides in, within the Timezone field.
10) If you would like to associate a slack channel to this team, select it from the drop down menu within the Slack Channel field.
11) Within the Team Type field, you will be able to determine what kind of team this will be. If you are creating a Frontline Team (ie. a team which may have primarily agents) or a Group (ie. there will be several teams within this one Group)
Frontline Team will look like this: A Group will look like this:
12) When you are finished filling in the required fields, select the Save button
13) The new team/group will now populate within the Org Chart under the appropriate Parent Group
14) If you would like to add team members to this team, follow the instructions within this article
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We hope this was helpful! If you have any questions or need further assistance, please contact us at support@pathlight.com.