How to Set Up Your Organization and Teams
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Building a well-organized team structure ensures smooth operations and clear responsibilities for your customer service operations. Let's explore the essential components needed to establish your workspace and manage your team efficiently.
Getting Started
Navigate to Settings > My Organization to access all these organizational setup options and build your team.
Account Settings
Configure your account with essential organizational preferences, including staffing prediction, ticket deflection settings and conversation management rules. The foundational setup helps you to optimize your workflow and streamline routine processes for better efficiency. To acess account settings, navigate to settings > my organization > Account Settings
Users Management 
Add and manage all team members within your organization by creating accounts with specific roles and permissions. The user management system allows you to control access levels and track team member activity across your support operations. To acess users list, navigate to settings > my organization > users
Learn more about creating and managing a User
Teams Setup
Create dedicated teams to organize your users based on departments, skills, or specializations for better workload distribution as well as collaboration. It helps you streamline communication so that tickets are routed to the right agents. To acess teams list, navigate to settings > my organization > teams
Learn more about Team Setup and Management
Roles and Permissions
Define custom roles with specific permissions to control what each member can access and modify data within your organization. The role-based system ensures security while maintaining proper workflow boundaries and granting team members access to the specific resources they need. To access roles and permissions, navigate to settings > my organization > roles and permissions
Learn more about User Roles and Permissions
