Overview
Team setting allows you to create user accounts for your employers at your Omnibox instance. You can provide them with complete control or limited based on their position. Using their account, your team members can perform tasks on assigned channels based on their Department and User Role & Permission.
This streamlines the process of managing Channels connections to the different chat platforms. It enables you and your team to respond to users/customers promptly and improve user-client relationships for the Business.
To access Team settings, click Settings →, then select the Team tab.
Create a Team Member
On the Team tab, click Create Team Member.
This will open the create user modal with the following fields,
- Full Name
- Password
- Confirm Password
- Departments
- Roles
Simply add the information, and once you’ve added click Save.
As soon as you save the Team member, it will appear on a page like the above list.
Activate/Deactivate
At your Omnibox instance, you can activate/deactivate a Team member’s account whenever needed. Whether for permanent/temporary reasons.
To activate your Team Member’s account at your Omnibox instance, toggle the status to the Right side (ON).
And to deactivate it, toggle it to the Left side (OFF)
Search for a Team Member
You can use the Search option to quickly find out a team member’s account.
Simply enter the name of the member in the Search bar. And if only naming isn’t working, then you narrow the search using the Role option.
Log in to a Team Member’s Account
If for some reason, you’re required to access your team member’s RUM Work account, you can do that easily.
Simply head over to the Team member’s account details, then click the Login button.
.
Download Team
To download your Team member’s account details, click the Download button.
Edit a Team Member
Open Settings → Team → and click on the Edit
icon.
Then make appropriate changes to the Department, Roles, and Status. Once edited, click Update to save changes.
Delete a Team Member
Open Settings → Team → and click on the Trash icon
Then click the Confirm button to finalize deleting a team member.
