YesHello OLD
  • 👋 Welcome
  • 📖 Glossary of Terms
  • ☎️ Getting Support
  • 💥 Changelog
    • Import Contacts with Greater Flexibility and Accuracy
    • [v8.3] New Shortcuts Feature, More Variables and Workflows Conditions, and tons of tweaks!
    • [v8.2] Redesigned Messages Module, New Custom Channel Integration, and more new features and fixes!
    • [v8.1] New Navigation Design, New Workflows Steps- Add Google Sheets Row & HTTP Request and more!
    • [v8.0] Workflows (AKA Automation 2.0), WhatsApp Message Template API, and more!
    • [v7.9] WhatsApp Message Template Improvements, Data Export, and more!
    • [v7.8] IMAP/SMTP, Website Chat Improvements, WhatsApp Interactive Message, Broadcast features
    • [v7.7] Instagram, 360dialog Improvements and more!
    • [v7.6] Reports 2.0, Closing Note, and more improvements!
    • [v7.5] Reports, Dashboard 2.0, Data Export, Voice Messaging, Time Zone, and more!
    • [v7.4] Contact Merge, Improved Contact Fields, Receiving Locations and many more improvements
  • ⚡Quick Start Guide
    • Quick Start
    • Connecting a channel
      • Step 1: Register Chat API Account
      • Step 2: Connect WhatsApp Number
      • Step 3: Connect WhatsApp API
      • Invite your teammates
    • Responding via Desktop
    • Responding via Mobile
  • ✅ WHATSAPP API
  • WhatsApp, WhatsApp Business, and WhatsApp Business API
    • Regular or Official WhatsApp API: Comparative Analysis, Advantages and Disadvantages
    • Chat API Documentation
    • 360Dialog Documentation
  • 🏆 SPACE MODULES
  • Dashboard
  • Contacts
    • Contact Details
    • Contact Import
    • Contacts
  • Messages
    • Assignment and Closing a Conversation
    • Troubleshooting Messages
      • Can Views be automatically sorted?
      • Messages not showing in Facebook inbox
  • Snippets
  • Broadcasts
  • Automation
    • Automation Tips and Tricks
    • Simple Chatbots
      • How to Create/Edit Conversations for your Chatbot
      • How to troubleshoot your chatbot's auto messages
      • How to get the bot to follow-up & re-engage your customers?
      • How to set up Menus for your chatbot
      • How to get your chatbot to ask questions
      • How to automate chatbot follow up
  • Surveys
  • Workflows
    • Triggers
    • Steps
  • Files
  • Reports
    • Conversations
    • User
    • Contacts
    • Messages
    • Logs
  • Settings
    • General
    • Channels
      • Chat Menus
    • Users
      • Access Levels
    • Teams
    • Contact Fields
    • Integrations
    • Away Message
    • Automatic Contact Assignment
    • Data Export
    • Closing Notes
    • Contact Fields
  • 👥 USER ACCOUNT
  • User Profile
  • User Activity Status
  • Notifications
  • Reseting your Password
  • Customer Portal
  • Billing (Page Under Construction)
  • Cancel Trial Subscription
  • Upgrading a plan
  • Downgrading a plan
  • 📞CONTACTS & MESSAGES
  • Custom Fields
  • Dynamic Variables
  • Views
  • 🌐MESSAGING CHANNELS
  • Channels Overview
  • Facebook Messenger
    • Facebook Chat Plugin
    • Private Replies
    • Message Tag
    • Troubleshooting Facebook Messenger
      • Refresh Permission for Facebook Messenger
      • WhatsApp Advertising: How to Set up Facebook Ads and Connect With WhatsApp Business
      • How to Connect a Facebook Page to YesHello
      • Can we set auto response for individual pictures of a Facebook post album?
      • What do the initials next to the messages mean?
      • How do I customise Private Replies?
      • How to reply to messages that are more than 24hrs?
  • Instagram
  • WhatsApp
    • Twilio WhatsApp
    • MessageBird WhatsApp
    • Vonage WhatsApp
    • Chat API WhatsApp
    • 360Dialog WhatsApp
      • Setting Up 360Dialog WhatsApp
      • 360 Client Hub Overview
        • Account Activation Process
        • Account Statuses
        • API Key
    • WhatsApp Message Templates
    • Troubleshooting WhatsApp
      • WhatsApp Messages are slow to come in
      • How to connect to WhatsApp (Video)
      • Cannot see WhatsApp chats in the platform?
  • Woocommerce WhatsApp
  • Website Chat Widget
    • Install on WordPress
    • Install on Shopify
    • Install on Wix
    • Install on Squarespace
    • Free Chat Widget Button Tutorial
  • LINE
  • Telegram
  • Viber
  • SMS
    • Twilio SMS
    • Importing Contacts to Twilio SMS
    • MessageBird SMS
    • Vonage SMS
  • Twitter
  • WeChat
  • Email
    • Gmail
    • Other Email
  • Custom Channel
  • 🤖CHATBOTS
    • Step 1: Creating Custom Fields
    • Step 2: Creating The Surveys
    • Step 3: Creating Automations
    • Step 4: Chatbot Review
    • Step 5: Testing Your Chatbot
    • Chatbot Building FAQs
    • Cara Buat Chatbot (Video Bahasa Malaysia)
  • 🧲INTEGRATIONS
  • Dialogflow
    • Connecting to Dialogflow
    • Dialogflow Parameters
      • Tagging
      • Turning the Bot Off
      • Marking as Done
      • Assigning
      • Sending Custom Notifications
      • Unsubscribing
      • Contact Fields & Values
      • Sending Snippets
      • Sending Files
      • Requesting Location
    • Dialogflow Events
    • Response Templates
    • Original Detect Intent Request
    • Custom Payloads
  • Chatbase
  • Zapier
  • 🖥️ DEVELOPER API
  • Contacts API
  • Messages API
    • Message Template API
  • 💼PARTNERSHIP PROGRAMS
  • Overview
  • Affiliate Program
  • 🎉RELEASES
  • Navigating the Platform
  • The YesHello Platform
Powered by GitBook
On this page
  • What is a team?
  • Adding a team
  • Searching for a team
  • Managing a team
  • Deleting a team

Was this helpful?

  1. Settings

Teams

Under the team settings, you can add, delete or manage teams belonging to the space.

PreviousAccess LevelsNextContact Fields

Last updated 3 years ago

Was this helpful?

What is a team?

A team is a collection of users that can be used for resource sharing and contact assignment.

Only users who have access to the space settings can access the team settings.

Adding a team

To add a team to your space, press the blue 'ADD TEAM' button at the top of this section. The 'Add Team' menu will appear and fill in the required information.

Information

Description

Team Name

Name your team and make sure you can identify the team with the given name

Team Description

A short description of the team to help you better understand of why is it added

Team Members

The list of users to be added to the team

A space can only have up to 20 teams. If you require more teams, you may need to delete some of existing teams.

One user can only belong to one team and you cannot assign a user to multiple teams. If you wish to relocate a user, you are required to unassign the user from the existing team and then assign them to a new team.

Searching for a team

When the list of team gets too long, you can use the search box to search for the team that you are looking for. As you type in the search box, a listing of search results that matches your search query with the custom field name will be shown if available.

Managing a team

Here, you will be able to see the list of all the existing teams added to your space.

From the team record, you can press 'MANAGE' and this should open up the 'Manage Team' menu. In this menu, you can make changes to the team information such as name, description and team members

Make the necessary changes, review the changes and press 'SAVE'.

Deleting a team

When a team is no longer in use, it can be deleted from the space and it will no longer be used by anyone else.

To delete a team from the space, press 'DELETE' from the team record at the listing.

Confirm your deletion by pressing the 'DELETE' button on the confirmation prompt.

Deleting a team doesn't necessarily remove the users. When a team is deleted, the users will remain as individuals without a team.

Teams Settings
Add Team menu
Searching for a team
Manage Team menu