How to Create and Manage Teams
In your ProProfs Help Desk account, you have the capability to create and manage teams. These teams consist of agents with different roles, including Staff, Managers, and Admins. By utilizing teams in the ProProfs Help Desk, you can easily organize your agents and enhance their effectiveness.
For instance, let's consider a marketing firm that receives a customer request for a new marketing strategy for an upcoming product. To address this request efficiently, the firm must perform various tasks, such as market research, background checks, and legal verification.
By establishing dedicated teams and assigning specific tasks to each team, the marketing firm ensures swift and efficient handling of requests. Each team holds accountability for its own responsibilities.
Benefits of Creating Teams:
- Enhanced Management: Grouping agents with similar roles in one team allows for more effective management.
- Improved Performance: Teams contributed to better delivery performance and reduced response time.
- Streamlined Ticket Assignment: Teams simplify the process of assigning child tickets and breaking down complex customer requests.
1. In your account, navigate to Settings.
2. On the left panel, go to User Management > Teams.
3. Click the "+ New Team" button. An overlay will open.
4. Provide the team name, select the users to add, and click Save.
The main page shows all your ProProfs Help Desk teams’ details, such as name, user count, and status. To edit a team or set it to inactive, click the three dots under the Action column.
That's all about creating and managing teams. If you encounter any issues or have any questions, don't hesitate to reach out to our support team.