Assign agents to teams within your Twilio Flex contact center. Agents assigned to teams automatically inherit the skills assigned to the team.
Account Owners, System Admins & Supervisors
Platform roles required to view and manage users.
Navigate to Menu > Manage Users
Assign Teams to a User
After selecting the user you want to assign to a team, you will be redirected to the user details screen.
- Select the “Teams” tab.
- Click the “+” icon in the top right section of the table.
After clicking on the “+” icon, the "Assign User to Team" slideout will appear allowing you to select the team(s) to assign to the user.
- Click the drop-down menu in the “Select Teams" input field to access the available teams
- Search or select the teams to assign to the user from the drop-down
- Multiple teams can be selected at once
- If there are selected teams that should no longer be associated with the user, you can deselect the teams before saving the changes
- Multiple teams can be selected at once
- Search or select the teams to assign to the user from the drop-down
- Click the “Save Changes” button to assign the teams to the user
All of the selected teams will appear in a list on the "Teams" tab.
Note: Account Owner and System Admin roles will be added to the team with the team role of Supervisor.
Remove Users from a Team
To remove a user from a team, select the remove (trashcan) icon, and confirm that the user should be removed.
- Hover your cursor over the name of the team in which the user will be removed
- Click on the remove (trashcan) icon
- Select “Yes” when the delete confirmation message appears