Team Management

Manage Teams

To create a new team:

1. Click on the Add Team button in the left sidebar.

2. Fill in the required fields.

3. Click on the Save button.

To edit a team:

1. Click on a team in the list of teams.

2. Modify the fields.

3. Click on the Save or Save and finish button.

To manage team agents:

1. Click on the Manage Team Agents button.

2. Assign agents to teams and vice versa in the Team List Management screen.

To export a team:

1. Click on the export icon in the last column of the overview table.

2. Choose a location in your computer to save the Export_Team_Team_name.yml file.

To import a team:

1. Click on the Browse… button of the Team Import widget in the left sidebar.

2. Select a previously exported .yml file.

3. Click on the Overwrite existing entities checkbox, if you would like to overwrite the existing teams.

4. Click on the Import team button.

Team Settings

The following settings are available when adding or editing this resource. The fields marked with an asterisk are mandatory.

Name *

The name of this resource. Any type of characters can be entered to this field including uppercase letters and spaces. The name will be displayed in the overview table.

Permission group *

Agent groups that can manage the team. Full access to this group is required for anyone to be able to manage the team and its agents, as well as assign them as resources to appointments.

Comment

Add additional information to this resource. It is recommended to always fill this field as a description of the resource with a full sentence for better clarity, because the comment will be also displayed in the overview table.

Validity *

Set the validity of this resource. Each resource can be used in OTRS only, if this field is set to valid. Setting this field to invalid or invalid-temporarily will disable the use of the resource.