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Teams overview

Creating teams

Administering teams

Administering teams

Modified 7 months ago

Akaash Amalraj

Managing members and permissions

If you are an admin, you can change roles and remove members from a team. For example, if you want to change the role of a member from Admin to Member, click the More options button() next to a member. Next, click Make a member to change the role.

To remove members from a team, select a member, click the More options button() > Remove from team. The person will not be able to access or view the contents of the case system thereafter.

There are three different roles in a team. They are: Admin, Moderator, and Member. 

Here’s an overview of permissions these roles have.

Permission

Member

Moderator

Admin

Approve or deny member requests

-

Y

Y

Add or remove members

-

Y

Y

Make a member a moderator or admin

-

-

Y

Change the team name

-

-

Y

Delete a team

-

-

Y

Super Admins of an account can also manage members across all teams. If the admin of a team leaves the account without assigning a new admin, a Super Admin can assign a new admin or change the role of an existing member. However, they cannot view chat and other content posted in a team.

Deleting a team

You can delete a team that is no longer active or required. In order to delete a team you must first archive it.To delete a team,

  1. Click the More options button() > Archive. The team will now be archived with the option to unarchive it.
  2. Click Delete.

You will no longer be able to access the team.

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