Team Management

The granularity of CallStudio's is team management. CallStudio can be deployed for many organizations which have their own teams and members. Each team can have its own set of members and permissions.

Organization > Team > Members

Organization has many teams, and each team has many members.

Creating a Team

Creating teams is the first step in organizing your organization and CallStudio. Each team have their own set of members and permissions as well as calls and analytics. You can manage each team separately without affecting other teams. To create a team, follow these steps:

1. Navigate to the home page of CallStudio.
2. Click Create Team.
3. Fill in the team name and description.
4. Click Create.

This will create a team and you will be redirected to the team's page which will have no data and no calls.

Populating your team

Each team has a unique workflow ID. This ID is used to send calls to the team. You can find the workflow ID in the team's settings. Developers can interact with our API to stream calls to the team using the workflow ID.

Managing Organization Members

An organization has members which could be part of one or many teams.

Roles & Permissions

There are many roles and permissions that can be assigned to members. These roles and permissions are used to control the access to the organization and its teams. The following roles are available:

Role	Description	Scope	Permissions
Admin	The admin role has full access to the organization and its teams.	Organization	Full access
Manager	The manager role has full access to the team and its members.	Organization	Team management, and all Team permissions
Supervisor	The supervisor role has access to a specific team and its internals	Team	Archiving and reading team data, accessing agent data, alerts, automations, all calls, etc.
Agent	The agent role has access to the team and its members.	Agent's data	Read only permissions for their own data.
Custom	The custom role has custom permissions.	Custom	Custom permissions.

Adding a new member

If you have such permissions, you can add new members of your organization by following these steps:

1. Navigate to the Organization page.
2. Click Members.
3. Click Add Member and fill in the member's account ID. The account ID can be found in the member's profile.
4. Click Add.

Now you can navigate to the team's page and add the member to the team by following these steps:

1. Navigate to the team's page.
2. Click Members.
3. Click Add Member and select the member from the list.
4. Specify the role of the member.

Revoking access from a team

To revoke access from a member, follow these steps:

1. Navigate to the team's page.
2. Click Members.
3. Click Revoke next to the member's name.
4. Confirm the action.
5. The member will be removed from the team.
6. If the member is part of other teams, they will still have access to those teams.

Revoking access from the organization

To revoke access from a member, follow these steps:

1. Revoke the member from all teams.
2. Navigate to the Organization page.
3. Click Members.
4. Click Revoke next to the member's name.
5. Confirm the action.
6. The member will be removed from the organization.
7. The member will lose access to all teams and the organization.
8. The member's data will be archived and can be restored if needed.