Birdeye Teams help businesses get every question answered instantly by the right people. To create a team within your account, follow the steps detailed below:

Click on the ‘Settings’ tab, then navigate to the 'Account' section, and select 'Teams.'

On the new page, you can view all the existing teams with the number of users present in the team. To create a new team, click on the ‘Create team’ button.

When a pop-up window appears, enter the team name and from the list below, select the users to add them to the team. Click on the corresponding ‘+’ icon to add a user. If you want to add all the users at once, click on the ‘Add’ button on the top right.

Users added to the team will appear on the right panel. You can remove individual users by clicking on the corresponding ‘X’ button. To remove all the users, click on the ‘Remove all’ button. Now, click on the ‘Create’ button to complete the process.

The new team will be added to the list of teams and will be visible on the homepage.

Birdeye allows you to edit the team name and users added to the team. To edit a team, hover over the corresponding team name and click on the ‘Edit’ button.

When a pop-up window appears, you will be able to edit the team name and the users in it. You can also add more users or delete the existing users within the team.

To delete a team, hover over the corresponding three-dots icon and click on the ‘Delete’ button.

When a pop-up window appears, click on the ‘Delete’ button. This will remove the team permanently from your account.

Delete

Once a team is deleted, all the conversations assigned to the team will be moved to ‘Unassigned’ status and the team will no longer appear on Webchat widget if configured.