> ## Documentation Index
> Fetch the complete documentation index at: https://docs.connectly.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Teams

> Create teams, organize them in folders, and manage their members ⚙️

A team is a working group of agents within your business. Teams do two things: they
**organize who sees what** (agents only see conversations assigned to their teams), and
they **receive routed conversations** (routing directs a conversation to a team, and an
agent within it picks it up). Manage them in **Settings → Teams**.

<img src="https://mintcdn.com/connectly/38cTdCS5sLMnVSTp/images/teams-and-stores/teams-list.png?fit=max&auto=format&n=38cTdCS5sLMnVSTp&q=85&s=3f464c89f9359af9f408fa7e45d7552b" alt="Teams page with the What are Teams panel, search, Add Team and Add Folder buttons, and a list of teams" className="mx-auto" style={{ width:"80%" }} width="1492" height="1366" data-path="images/teams-and-stores/teams-list.png" />

## Team visibility

Each team has a visibility model:

| Visibility       | What it means                                                                                      |
| ---------------- | -------------------------------------------------------------------------------------------------- |
| **Hierarchical** | Agents can see conversations from their team *and* its child teams.                                |
| **Isolated**     | Agents can see *only* their own team's conversations — useful for franchises or individual stores. |

## Create a team

Click **Add Team** to see the ways to create teams. **Add Team Manually** opens the
create dialog; the other options create location-based teams in bulk (see
[Stores](/teams-and-stores/stores)).

<img src="https://mintcdn.com/connectly/38cTdCS5sLMnVSTp/images/teams-and-stores/add-team-menu.png?fit=max&auto=format&n=38cTdCS5sLMnVSTp&q=85&s=8648bf2314f02e4d6c7945e141d30d35" alt="Add Team menu with Add Team Manually, Upload Teams with Locations, and Import Teams from Locations" className="mx-auto" style={{ width:"60%" }} width="1460" height="612" data-path="images/teams-and-stores/add-team-menu.png" />

In the **Create Team** dialog you can set:

* **Name** (required) — the team's name.
* **Description** (optional).
* **Location Address** (optional) — links the team to a physical store location, turning
  it into a [store](/teams-and-stores/stores).
* **Folder** (optional) — place the team inside a folder for organization.

<img src="https://mintcdn.com/connectly/38cTdCS5sLMnVSTp/images/teams-and-stores/create-team.png?fit=max&auto=format&n=38cTdCS5sLMnVSTp&q=85&s=97f658bfd14766ce451f7dbe81e873ee" alt="Create Team dialog with Name, Description, Location Address, and Folder fields" className="mx-auto" style={{ width:"48%" }} width="1508" height="1462" data-path="images/teams-and-stores/create-team.png" />

<Note>
  A team can live in a **folder** or be tied to a **location**, but not both at once.
</Note>

## Folders

Folders **visually group** teams on the Teams page. A folder only has a name — it has no
members and doesn't receive conversations itself. Use **Add Folder** to create one.

<img src="https://mintcdn.com/connectly/38cTdCS5sLMnVSTp/images/teams-and-stores/create-folder.png?fit=max&auto=format&n=38cTdCS5sLMnVSTp&q=85&s=36d095ba2419f257aed4401e0261899b" alt="Create Folder dialog with a Name field" className="mx-auto" style={{ width:"40%" }} width="1462" height="1370" data-path="images/teams-and-stores/create-folder.png" />

## Members

Open a team's menu to **Add Member**, **Edit Team**, or **Delete Team**.

<img src="https://mintcdn.com/connectly/38cTdCS5sLMnVSTp/images/teams-and-stores/team-actions-menu.png?fit=max&auto=format&n=38cTdCS5sLMnVSTp&q=85&s=50c8062076c2332774a81d75975aff89" alt="Team menu showing Add Member, Edit Team, and Delete Team" className="mx-auto" style={{ width:"35%" }} width="1318" height="266" data-path="images/teams-and-stores/team-actions-menu.png" />

**Add Member** lets you pick a user from your business to add to the team. Remove a
member from the team's menu.

<img src="https://mintcdn.com/connectly/38cTdCS5sLMnVSTp/images/teams-and-stores/add-team-member.png?fit=max&auto=format&n=38cTdCS5sLMnVSTp&q=85&s=fe44ce0e58082fe0c525b64fe6ec7217" alt="Add Team Member dialog with a Select User dropdown listing agents" className="mx-auto" style={{ width:"40%" }} width="616" height="710" data-path="images/teams-and-stores/add-team-member.png" />

<Note>
  There are no team-level roles. Permissions come from a person's business role —
  workspace **owners** act as admins and can manage every team, while other agents
  simply belong to the teams they're added to.
</Note>

## Edit or delete a team

Use **Edit Team** to update its name, description, or folder, then **Save Changes**.
**Delete Team** removes it.

<img src="https://mintcdn.com/connectly/38cTdCS5sLMnVSTp/images/teams-and-stores/edit-team.png?fit=max&auto=format&n=38cTdCS5sLMnVSTp&q=85&s=767d34d9a6e9fe592c87140572ce7c5d" alt="Edit Team dialog with Name, Description, and Folder fields and a Save Changes button" className="mx-auto" style={{ width:"42%" }} width="610" height="588" data-path="images/teams-and-stores/edit-team.png" />
