Team Management

Create teams, switch between them, update your team's name and icon, and leave or delete a team.

A team is your organization’s workspace in Chatvox. Agents, plans, credits, and the Helpdesk all belong to the team. You can belong to several teams, for example one per company or client.

Create a team

When you sign up, Chatvox asks you to create your first team. You become its Owner.

To create another team, open the team switcher at the top of the sidebar and select Create team.

Switch teams

Use the team switcher at the top of the sidebar to change your current team. Everything you see, including agents, Helpdesk tickets, and billing, is for the current team.

Team settings

Select Settings in the main sidebar to open Team settings.

General

• Icon: select Upload to add your team’s logo, or Remove to clear it.
• Name: your team or company name.

Only Owners and Admins can change these.

Plans & billing

Select View plans to manage your subscription, or Billing portal to update payment details. See Managing Subscriptions.

Leave a team

In Team settings, under Danger zone, select Leave team. You lose access to all of the team’s resources right away.

Delete a team

Only the team’s Owner can delete it.