Teams Management

The Teams page manages which users belong to which teams and their roles. The platform currently has 573 active teams.

Teams List & Top Actions

Button	What It Does
Sync Team Members Counts	Refreshes the member count column for all teams by re-querying the database. Use when counts appear stale.
View Unassigned Users	Shows all users not yet assigned to any team. Use for onboarding new users.
Add Team	Creates a new team. Prompts for a team name. The team is immediately available for member assignment.

Team Detail View — Action Buttons

Click any team name to open its detail view. Available action buttons:

Button	What It Does	Role Required
Add Team Member	Search for a user by name or email, select them, choose their role, and add them to the team.	TeamOwner+
Bulk Upload Members	Upload a file (CSV) of users to add to the team in one operation — ideal for large onboarding batches.	TeamOwner+
Rename Team	Changes the team display name across the platform. All assistant mappings update automatically.	TeamOwner+
Delete Team	Permanently removes the team and all member mappings. Cannot be undone.	SuperAdmin only
Remove Duplicates	Scans for and removes duplicate user entries — useful after bulk uploads or data migrations.	TeamOwner+

Member Action Icons

• Edit (pencil): Update the member's role or details.

• Delete (bin): Remove the member from this team. They retain their account and other team memberships.

• Chat Review (speech bubble): Jump directly to the Chat Review page for this user's conversations.

NOTE: Users appearing as "unknown unknown" have logged in but their profile has not synced yet. Their email is valid. A + icon lets you resolve their identity manually.