METRICRM
FeaturesAIPricingResources
//
Talk to us
METRICRM
ProductPricingFeaturesAIIntegrations
ResourcesUser GuideContact
LegalTerms of ServicePrivacy NoticePDPA NoticeData Processing AgreementCookie Policy
© 2026 Webbalances Solution (003096168-D). All rights reserved.Version 4.21.0
All guidesUsers & securityInvite usersOrganise teamsRoles and permissionsSecurity policyAudit log
User Guide › Users & security

Organise teams

Teams decide who sees team work and who receives routed items.

For: Admins

Steps

  1. 1Go to Settings → Teams and select New team.
  2. 2Give the team a name, for example Customer care or Key accounts.
  3. 3Add members.
  4. 4Use the team in routing rules, as a mailbox's default team and in role scopes (“Team”).

Related guides

  • Invite usersAdd colleagues to your workspace and give them a role and seats.
  • Roles and permissionsControl what each role can see and do, down to individual fields.
  • Security policyWorkspace-wide rules for sign-in and two-factor authentication.
  • Audit logSee who changed what, and when.

Still need help? Contact support

On this pageStepsRelated guides