On the Space & teams page, you create spaces and add your teams to spaces. For each team, you can assign users.

Expand Users in the main menu and click Space & teams to access the page.​

Creating Spaces

To create a space:

1. Click Create New Space in the top right:

2. Give your new space a name and provide the space description.

2. Click Create.

The space is created, and you can create a team in your SMS platform space by adding users and inviting them to join. To each user, you can then assign built-in or custom permissions.

Creating Teams

To create a team:

1. Click Create Team in the top right:

2. Give your new team a name and provide the team description.

3. Click Create.

Assigning Users to Team

Now, you can assign users to your team.

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NOTE

Before you can assign users to your team, you must invite them to your account.

To assign users to your team:

1. Click in the input field to open the drop-down list of users.
2. Add new users to the team by checking the checkboxes:

3. Click Save.

Your team is created, and you can now manage your team and agents inside this space.

Team Management

In this view, you can manage your team and team users.

Click the three-dot icon to open the menu with the following team management options:

• Edit users
• Edit team
• Move to space
• Delete team.

Editing Users

You can edit users within your team (unassign or assign new users) as follows.

1. Click the three dots and select Edit users.
2. Click in the input field to open the drop-down list of users.
3. Add new agents or remove the existing ones from the team by checking/unchecking the checkboxes.

4. Click Save to update the list of users assigned to the team.
5. Alternatively, click the Unassign link next to the user record and confirm you want to unassign this agent from your team.

Click BACK TO SPACES to navigate to your spaces list.

Space Management

On the Space Management page, you can see all your spaces organized in cards with the following information: name and description of the space, number of teams created under it, and date of space creation.

Hover over your space card to access the space management menu.

Select Edit to update the space name and description. When done, click Update.

Click Delete to unassing all the teams from this space. Alternatively, select a new space to move all the teams to it. When done, click Confirm.