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11 articles
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- The Team screenYour portfolio's members, pending invitations, roles and account access on one screen. Every section, column and button, one by one.
- Inviting a team memberThe three fields to fill in when adding a colleague to your portfolio's team, what the other person sees, and the warnings you get when the invitation does not go out.
- Removing a team memberTaking a colleague out of the portfolio's team, what removal does to conversations and to the assignment rule, and what to do instead of removing.
- Team limit and seatsWhat the number in the team badge counts, why pending invitations hold seats, how to free space when the limit is full, and which plan the limit comes from.
- Roles and permissionsWhich screens each of the five roles sees and which buttons it can press, screen by screen and action by action. Look up any permission here.
- Limiting access per accountRestricting a team member to specific Instagram or WhatsApp accounts in the portfolio; the selection rules and what happens when you narrow access.
- Chat assignment rulesThe portfolio rule that decides who new chats go to: the three rule options, the per-agent open-chat limit, and who counts as a candidate.
- Setting your working hoursTelling the panel your shift so no new chats are assigned to you outside it. A separate schedule per portfolio, with ranges day by day.
- Portfolio team vs. account teamThe team always belongs to the portfolio; an account has no team of its own. The two ways to run two brands with separate teams, and which one to pick.
- When a screen is missingThe four gates a section has to pass to appear, where each one is configured, and why hiding a menu entry is not security.
- The record of team changesThe Logs screen that shows who changed what and when in the portfolio: the columns, the membership action names, and the limits of the screen.