Create New Team

The Create New Team form is designed to capture all essential details needed to create a new team and assign users and channels to it. To begin creating a new team within the organization, the client admin has to follow the steps below:

• Locate the Create New icon at the top-right corner of the page.

• Click the Create New (+) icon to open the new team creation form in the right-hand side.

• When you click the Create Team (+) icon, the New Team form opens on the right-hand side.

• The Create Team (+)icon remains inactive(frozen) while you fill out the form and create the team.

• Once the team is successfully created, the Create Team (+) icon becomes active again, allowing you to create another team.

Team Details

• Type a unique name in the Team Name field.

• Ensure the name is 3-40 characters, using letters, numbers, and spaces only (special characters are not allowed.)

Fields marked with an asterisk (*) are mandatory.

• As you type, a list of existing teams appears to help avoid duplicates. If the name already exists, an error message displays:
  “To create a new team/sub-team, choose a unique name.”

• Enter a description in the description field (up to 1,500 characters) to outline team responsibilities.

Access and Permissions

• To enable any channel, click the toggle button. Clicking it again will disable the channel.

• The Create Team button is activated.

• Click the Create Team button to finalize team creation or click the Cancel button to close the Team Creation form.

 Enabling at least one channel (Email, SMS, MMS, or RCS) under Access and Permissions is mandatory to create a team.

• After you click Create Team to finalize the team creation, the system redirects you to the Teams Dashboard. The newly created team card appears on the dashboard.

• A toast message appears confirming the action.
  For Example: “HiTech team is created!”