Team Management

The Team Management module in Squarebox allows administrators to invite team members, assign roles, and manage permissions to ensure smooth collaboration. By restricting access based on roles, organizations can streamline workflows and ensure data security. This feature is particularly useful when managing teams for sales, customer support, and other departments.

User Roles & Permissions

Squarebox currently supports three roles with varying permissions:

1. Admin

   • Full access to all features, including managing users, permissions, and organization settings.

   • Ability to view, create, and delete campaigns, templates, and customer data.

   • Assign conversations and oversee team activities.

2. Account User

   • Access to most features like managing campaigns, sending messages, and viewing customer data.

   • Cannot manage user permissions or delete organizational settings.

3. Support

   • Restricted to Chats and Notifications modules.

   • Can respond to messages but cannot access campaigns or customer settings.

Note: Future updates will include specific roles for Sales and Marketing teams.

Adding Team Members

Admins can add new team members and assign roles in just a few steps:

1. Navigate to Team Management: Go to Settings → Team.

2. Invite a Team Member:

   • Click Add Team Member on the top-right corner.

   • Enter the User Name and Email ID.

   • Select the User Type (Admin, Account User, or Support) from the dropdown.

3. Send Invite: Click Send Invites. An email will be sent to the team member to activate their account.

Managing Team Members

• Edit User: Update roles, permissions, or details for an existing team member.

• Remove User: Admins can remove team members who no longer require access.

• Track Activity: View the Last Active status to monitor team engagement.

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Use Case Examples

1. Customer Support Team Assign the Support role to team members handling customer queries. They will have access to the Chats module only, ensuring they focus on resolving queries.

2. Sales Team (Upcoming) Assign restricted access to manage leads, send campaigns, and nurture prospects without accessing admin settings.

3. Marketing Team (Upcoming) Provide access to campaign management, integrations, and assets for running targeted campaigns.