# Teams

Team setting allows you to create user accounts for your employers at Rampwin. You can provide them with complete control or limited based on their position. Using their account, your team members can perform different tasks on assigned channels based on their Department and User Role & Permission.

This streamlines the process of managing Channel connections to the different chat platforms. Enabling you and your team to respond to users/customers in a timely manner and improve user-client relationships for the Business.&#x20;

To access Team settings, go to **Settings** → then select the **Team** tab.

<figure><img src="https://479287101-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsFoWrex7Ww5gHYnrplCG%2Fuploads%2FxdGlcrJuzuuU1PF6DZgI%2Fimage.png?alt=media&#x26;token=86843aab-6a8d-4464-810d-43a140daf4b2" alt=""><figcaption></figcaption></figure>

### Create a Team Member

<figure><img src="https://479287101-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsFoWrex7Ww5gHYnrplCG%2Fuploads%2FHKvcTValX5acF4NN5oGW%2Fimage.png?alt=media&#x26;token=b8fc8516-b290-4dcd-ba56-f1c82657d689" alt=""><figcaption></figcaption></figure>

On the Team tab, click **Create Team Member**.

<figure><img src="https://479287101-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsFoWrex7Ww5gHYnrplCG%2Fuploads%2FOtDgypMFXNsxk9mMkYO0%2Fimage.png?alt=media&#x26;token=f9d42763-f3fc-458f-8c45-84e1a59ca31d" alt=""><figcaption></figcaption></figure>

This will open the create user modal with the following fields,

* Full Name
* Email
* Password
* Confirm Password
* Departments
* Roles
* Max Chat Assignment

Simply add the information, and once you've added all click **Save**.

<figure><img src="https://479287101-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsFoWrex7Ww5gHYnrplCG%2Fuploads%2FcHz8pWCOYaHD5kmXSGVM%2Fimage.png?alt=media&#x26;token=3ed68bcd-f06e-4ff0-ac52-c653974fd7b6" alt=""><figcaption></figcaption></figure>

As soon as you save the Team member it will appear on the page like the above list.

### Activate/Deactivate&#x20;

At Rampwin, you get the option to activate/deactivate a Team member's account whenever needed. Whether for permanent/temporary reasons.

<figure><img src="https://479287101-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsFoWrex7Ww5gHYnrplCG%2Fuploads%2FeOfJFw95mamj6gnDCr0i%2Fimage.png?alt=media&#x26;token=2beddbe5-3e96-4479-ae58-dec1f8f503ed" alt=""><figcaption></figcaption></figure>

To toggle the switch or select the desired status from the Active and Inactive dropdown menu:

1. If using a switch, simply click on it to change the status from active to inactive or vice versa.

### Search for a Team Member

To quickly find out a team member's account, you can use the Search option.&#x20;

<figure><img src="https://479287101-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsFoWrex7Ww5gHYnrplCG%2Fuploads%2FAHXTFgDReosUfd3W51gl%2Fimage.png?alt=media&#x26;token=4a64161e-ec2f-4875-8e90-ead872741fc3" alt=""><figcaption></figcaption></figure>

Simply enter the name of the member in the Search bar. And if only naming isn't working, then you narrow down the search using the Role option.

### Log in to a Team Member's Account

If, for some reason, you're required to access your team member's Rampwin account, you can do that easily.

<figure><img src="https://479287101-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsFoWrex7Ww5gHYnrplCG%2Fuploads%2FY8ZlbquVZf4GVV7jqUf3%2Fimage.png?alt=media&#x26;token=aeb9b34f-d5e4-42b5-81e2-0774357cc846" alt=""><figcaption></figcaption></figure>

Simply head over to the Team member's account details, then click the Login button<img src="https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhElFPtMZjXYjDDMBT5q2%2Fuploads%2FQiWVaNLp1woqeuVs0Lmv%2FLogin%20Button.png?alt=media&#x26;token=f3c7f103-a5de-4598-91b4-342b88e0e418" alt="" data-size="line">.

### Download Team

<figure><img src="https://479287101-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsFoWrex7Ww5gHYnrplCG%2Fuploads%2FgZnF9oQSrr3ryhZbCx8v%2Fimage.png?alt=media&#x26;token=b6ceb2a7-5baf-4b34-8a6a-fc9df85372f6" alt=""><figcaption></figcaption></figure>

To download details of your Team member's account, click the **Download** button.&#x20;

### Edit a Team Member

<figure><img src="https://479287101-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsFoWrex7Ww5gHYnrplCG%2Fuploads%2FK1lj3OsDDqZJd0Xw1PPd%2Fscreenshot-nimbusweb.me-2024.06.03-10_42_26%20(9).png?alt=media&#x26;token=984b91fb-9a3e-47a3-9fbe-4e7a736d6e5e" alt=""><figcaption></figcaption></figure>

Open **Settings** → **Team** → and click on the Edit <img src="https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhElFPtMZjXYjDDMBT5q2%2Fuploads%2FtM0TpJ2uFQAN4Ck2pMsa%2FEdit%20Button%20Blue.png?alt=media&#x26;token=e5fd4863-2e0e-4e4c-9854-bca693646d06" alt="" data-size="line">icon.

<figure><img src="https://479287101-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsFoWrex7Ww5gHYnrplCG%2Fuploads%2F0lyqDBsuVe497As7cWEi%2Fimage.png?alt=media&#x26;token=9ef20f61-ab3d-409a-82e2-53dcaa58c919" alt=""><figcaption></figcaption></figure>

Then make appropriate changes to the Department, Roles and Status. Once edited, click **Update** to save changes.

### Delete a Team Member

<figure><img src="https://479287101-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsFoWrex7Ww5gHYnrplCG%2Fuploads%2FMeh8Tb0SPsHCVdN2FpBt%2Fscreenshot-nimbusweb.me-2024.06.03-10_42_26%20(10).png?alt=media&#x26;token=630e0220-284e-4c7b-88e8-f8f371692ad8" alt=""><figcaption></figcaption></figure>

Open **Settings** → **Team** → and click on the Trash icon<img src="https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhElFPtMZjXYjDDMBT5q2%2Fuploads%2F3Of4IVOBkTD6Yfey20F7%2FDelete%20Button.png?alt=media&#x26;token=82c696d8-8f39-4ebd-82c3-f74f28e61d38" alt="" data-size="line">

<figure><img src="https://479287101-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsFoWrex7Ww5gHYnrplCG%2Fuploads%2FENxM4PMqu3WtISR2WCF0%2Fimage.png?alt=media&#x26;token=5caac511-ce73-48e4-9f7e-b8946e9c055c" alt=""><figcaption></figcaption></figure>
