What is Aloware Teams?
Aloware Teams is designed to organize user settings, access, and contact visibility within your organization. This feature enables admins to group users by their respective departments or functions, allowing for tailored management of user settings beyond just call management.
This feature is especially beneficial for organizations with 30 or more agents, as it provides a clear method for managing large user groups. With Aloware Teams, admins can:
Create teams with specific configurations that reflect departmental needs.
Apply changes to user settings across entire teams.
Manage contact visibility based on each team's requirements.
Simplify the onboarding process, automatically assigning new users to pre-configured teams to minimize repetitive setups.
Core features of Aloware Teams
Team creation - admins can create teams with custom names and descriptions that reflect their purpose, such as “Sales” or “Support.” Each team can have tailored settings for call routing, contact handling, and messaging, enabling a more organized approach to team management.
Member management - managing team members is a straightforward process. Admins can easily add or remove users. This bulk management capability is particularly valuable for larger teams, where individual adjustments could be time-consuming.
Step-by-step guide to setting up teams
How to get started with Aloware teams
Log into your Aloware admin account and navigate to the Teams menu.
Click the "Create New Team" button.
Enter the team name and a brief description specifying their purpose.
Click "Create Team" to finalize.
Adding users to a team
By adding users in the team, you can group users based on their roles and responsibilities. To add users to your newly created team:
Click on the team name you just created.
Click the "Add Users" button.
Type the names of the users you wish to add. You can add multiple users at once.
Click the "Add Users" to include all selected users in the team.
Another way to add users to a team is by navigating to the Users menu. Search for the user's name, then click the "Add to Team" button and select the team to which the user will be added.
When a user is added to a team, you can view their activities by clicking the 'Activities' button. This will show all communications made by the user.
To remove a user from the team, click the 'Delete' button. This action will remove the user from all settings and filters configured for the team.
Integrating Teams with ring groups
To manage ring groups effectively, navigate to the ring groups menu. Follow the steps on this guide on how to create a new ring group.
Instead of adding individual users to each ring group, you can simply add the team at the desired layer. When a team is added to a ring group layer, all settings and functionalities will remain consistent for the users associated with that team, just as they do for users added individually.
You can also convert your existing ring group users to teams, read here.
This approach does not change the existing ring group settings. For example, if the call routing is set to "simultaneous," it will ring all users in that ring group layer at the same time.
Having the Team association with a Ring Group will show up in the routing of a call directly, as seen in the screenshot below.
If you want to see all ring groups that a team is associated with, you can view them in the team's page, under the associated ring groups' section.
