--- title: "Teams" slug: "teams" updated: 2026-01-07T14:16:42Z published: 2026-01-07T14:16:42Z canonical: "help.csgi.com/teams" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.csgi.com/docs/llms.txt > Use this file to discover all available pages before exploring further. # Teams CSG/Client administrators use the **Teams** feature in XCC to control communications by creating dedicated teams for their organization. Through this capability, administrators can structure communication workflows, assign channels, and manage access with precision. The module provides robust tools to create, configure, and manage teams for multiple clients. This functionality strengthens collaboration, optimizes template visibility, and ensures team operations align with real-world organizational structures. To manage teams, go to **Communication Management** in the left-hand menu and select **Teams**. The **Teams Dashboard** is the central hub for creating, editing, and managing teams in XCC. On this dashboard, you see **Team Cards** that represent each team. From this page, you can perform the following tasks: - **Filter and search** existing teams by Team Name, Last Modified Date, Number of Templates, or Number of Members. - **Create** a new team by adding channels and assigning organizational users. - **Modify** an existing team to update channel access, edit members, change channel template assignments, or delete a team. - **Delete** an existing team and reassign its associated templates, ensuring that communication structures remain relevant. ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Navigation to Teams.png?sv=2026-02-06&spr=https&st=2026-10-26T12%3A26%3A36Z&se=2026-10-26T13%3A26%3A36Z&sr=c&sp=r&sig=uM0%2FPJGs3wakO4ZE0Y%2FILVn3cujfGEeQ7nxxEp9qEJM%3D) #### Search Filter - Find the **Search** field at the top of the team cards. - Type the team name or keyword in the **Search** field. - The system instantly updates the team cards to display only the matching team. **For** **example****:** Enter **TCW** in the search field to display only the TCW team. - Click the **Clear (×)** icon next to the search field to reset the filter and return to the list of team cards. ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Search Filter.png?sv=2026-02-06&spr=https&st=2026-10-26T12%3A26%3A36Z&se=2026-10-26T13%3A26%3A36Z&sr=c&sp=r&sig=uM0%2FPJGs3wakO4ZE0Y%2FILVn3cujfGEeQ7nxxEp9qEJM%3D) #### Sorting Options Sorting allows administrators to efficiently organize and manage teams using predefined options. You can sort teams by **A-Z**, **Last Modified Date**, **Number of Templates**, or **Number of Members** to quickly locate the required team. - Locate the **Sort by** dropdown on the top-right corner of the Teams page. - Click the **Sort by** dropdown to view available options: - **A-Z** – Arranges the team cards alphabetically. - **Last Modified** – Arranges the team cards by the most recent update. - **Number of Templates** – Arranges the team cards based on the count of templates assigned. - **Number of Members** – Arranges the team cards in ascending order based on the number of members in each team. - Select the desired sorting option. The Team cards will be arranged based on your selection. - Click the **Clear** icon (X) to remove the sort option and refresh the team cards arrangement. ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/sort by.png?sv=2026-02-06&spr=https&st=2026-10-26T12%3A26%3A36Z&se=2026-10-26T13%3A26%3A36Z&sr=c&sp=r&sig=uM0%2FPJGs3wakO4ZE0Y%2FILVn3cujfGEeQ7nxxEp9qEJM%3D) #### Team Card Each team card displays the following indicators for quick reference and efficient management: - **Team Name**- Displays the team’s name for quick identification and organization. - **Number of Members**- Indicates the team size. - **Templates-** Shows the number of templates under **Drafts**, **In Review**, **Approved**, and **Active** statuses. - **Template Color Indicators:** - **Yellow**- Templates *In Review* - **Green**- Templates *Approved or Active* - **Grey** –Templates in *Drafts* - **Assigned Channels**- Displays the communication modes the team uses, such as **Email**, **SMS**, **MMS**, or **RCS**, ensuring messages reach the intended channels. - **Three vertical dots** (overflow menu) on the right-hand side of the team card allow you to **edit** or **delete** the team. > ![Note](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Note.png?sv=2026-02-06&spr=https&st=2026-10-26T12%3A26%3A36Z&se=2026-10-26T13%3A26%3A36Z&sr=c&sp=r&sig=uM0%2FPJGs3wakO4ZE0Y%2FILVn3cujfGEeQ7nxxEp9qEJM%3D) The Teams Management module opens with only the **Primary Team Card** (Default) displayed on the dashboard. **Primary Team Card Details:** - **Members**: All members are listed. - **Templates**: Shows the total templates linked to the team. - **Channels**: All channel icons are displayed. ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Team Card-Primary Team.png?sv=2026-02-06&spr=https&st=2026-10-26T12%3A26%3A36Z&se=2026-10-26T13%3A26%3A36Z&sr=c&sp=r&sig=uM0%2FPJGs3wakO4ZE0Y%2FILVn3cujfGEeQ7nxxEp9qEJM%3D) #### Create New Team The [**Create New**](/cx/docs/create-new) icon at the top-right corner of the page allows administrators to set up a new team, assign communication channels, and add members. A team streamlines collaboration by organizing users and templates under it. It ensures controlled access and aligns communication workflows with organizational structure. ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Create Team.png?sv=2026-02-06&spr=https&st=2026-10-26T12%3A26%3A36Z&se=2026-10-26T13%3A26%3A36Z&sr=c&sp=r&sig=uM0%2FPJGs3wakO4ZE0Y%2FILVn3cujfGEeQ7nxxEp9qEJM%3D)