Table of Contents

Workspace Settings: Teams

Susan Swier Updated by Susan Swier

Getting Here

This setting is accessible by Owners and Managers only!

This setting can be accessed from the Settings navigation menu under the Workspace Settings sub-menu item, Teams.

Screenshot of the respond.io Teams settings

Team Overview

A Team is a collection of Users that can be used for resource sharing and Contact assignment.

Team Name

The name used to identify the Team.

Team Description

A short description of the team to help you better understand its function.

Actions

There are three possible actions here:

Use the 🔍 at the top to quickly find the Team that you're looking for.

Adding a Team

Step 1: Navigate to Teams settings

From Settings module, navigate to the menu item, Teams.

Step 2: Add Team

To add a Team to your space, click Add Team. The Add Team dialog should open up.

screenshot showing how to add a team in respond.io

Step 3: Name and describe the Team

Enter a name for the new Team along with a short description. These fields will help you identify the Team easily.

Step 4: Add Team Members

You can add Users as team members by typing the names in the field. The field will suggest the Users based on what you type.

If you added the wrong User, you can remove the User by clicking ❌ next to the username.

You can always add more Users to the Team later when required, as long as your subscription plan allows it. Read the FAQ to know the maximum number of Users that you can add to a Team for your subscription plan.
One User can only belong to one Team. You cannot add a User to multiple Teams. If you want to relocate a User, remove the User from the existing Team and then add them to the new Team.

Step 5: Save Team

Review the information and click Save when you're ready to add the Team.

If the number of Teams has reached the limit available for your subscription plan and you require more Teams, you will need to delete some existing Teams beforehand. Read the FAQ to know the maximum number of Teams that you can create for your subscription plan.

Managing a Team

Click Manage next to the Team's name or simply click on the Team to open the Manage Team dialog. In this dialog, you can make changes to Team information such as name, description and team members.

Manage a Team
One User can only belong to one Team. You cannot add a User to multiple Teams. If you want to relocate a User, remove the User from the existing Team and then add them to the new Team.

Deleting a Team

When a Team is no longer in use, you can delete it from the Workspace. Once deleted, it can no longer be used by anyone else.

Step 1: Navigate to Teams Settings

From Settings module, navigate to the menu item, Teams.

Step 2: Select the team to be deleted

Click Delete next to the Team's name. When the confirmation dialog prompts, click Delete to confirm the deletion.

gif showing how to delete a team in respond.io
Deleting a Team does not delete the Users. When a Team is deleted, the Users will remain as individuals without a Team.
Be careful when you delete a Team as this action cannot be undone.

FAQ and Troubleshooting

How many Teams can I create?

You can create as many teams as necessary, with a maximum limit of 200. However, each team requires at least one user.

Learn more about the subscription plans here.

How many users can I add to a Team?

You can add as many users to a team as necessary; however, each user can only be assigned to a single team.

Learn more about the subscription plans here.

Feeling stuck? Do not fear.

Need assistance? Contact us for support. Help is here!

Workspace Settings: Users

Workspace Settings: Channels

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