How to Create and Manage Teams

A comprehensive guide on creating and managing teams in Wonderchat for collaborative chatbot management.

This guide explains how to create and manage teams in Wonderchat. Teams provide a collaborative environment where multiple users can work together, share chatbots, and manage integrations. Learn how to set up your team, assign roles, and leverage shared resources for efficient collaboration.

This feature requires the Turbo plan

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What is a Team?

A team is a collaborative workspace in Wonderchat that enables groups to:

• Share chatbots among team members

• Manage shared integration credentials (Google Drive, HubSpot, SharePoint, etc.)

• Control access permissions with different member roles

• Collaborate on chatbot management and configuration

Step 1: Click on your profile on the top right of the screen

This will open a dropdown where you can see the "Create New Team" button

Step 2: Click "Create New Team"

Click the "Create New Team" button to open the team creation modal where you'll configure your new team settings.

Step 3: Fill in Team Information

Required Information:

• Team Name: Enter a descriptive name for your team that clearly identifies its purpose or department

Optional Settings:

• Invite Team Members: Add team members by entering their email addresses and assigning roles

  • Enter the email address of each person you want to invite

  • Select their role: Member or Admin

  • Click "Add Team Member" to invite multiple people

Migration Options:

• Migrate existing integrations: Check this box to copy your current integration credentials to the new team

  • This includes: Zendesk, HubSpot, Google Drive, Google Workspace, Microsoft SharePoint, Freshdesk, ActiveCampaign, and WhatsApp

  • All team members will be able to use these integrations without re-authenticating

Step 4: Understanding Team Member Roles

Role	Permissions	Best For
Owner	• Full control over the team • Can delete the team • Can manage all members and settings • Cannot be removed or changed	Team creator who needs ultimate control
Admin	• Can invite new members • Can manage team settings • Can add/remove chatbots to the team • Can update member roles (except Owner)	Trusted team members who help manage the team
Member	• Can access chatbots shared in the team • Cannot invite new members or change settings • Basic read and use permissions	Standard users who need to work with chatbots

Step 5: Click "Create Team"

After filling in all necessary information and configuring your preferences, click "Create Team" to finalize the team creation process.

Managing Your Team

Adding Chatbots to a Team

• Chatbot owners can migrate their existing chatbots to a team from the dashboard

• Once added, all team members can access and manage the chatbot based on their role permissions

• Chatbot owners and admins can create new chatbots from scratch from the dashboard

Handling Invitations

• When you invite someone to a team, they receive an email invitation

• Invitations must be accepted before the user gains access to team resources

• Important: Pending invitations count towards your team member limit

Managing Shared Integrations

Teams can maintain shared integration credentials that all members can use:

• No need for individual authentication for each team member

• Centralized management of integration settings

• Easy onboarding for new team members

Member Limits

• The number of team members you can have depends on your subscription plan

• This includes both active members and pending invitations

• Consider upgrading your plan if you need more team members

Best Practices

1. Use descriptive team names - Make it easy to identify different teams, projects, or departments

2. Assign appropriate roles - Only give Admin access to trusted team members who need management capabilities

3. Review member access regularly - Remove members who no longer need access to maintain security

4. Migrate credentials carefully - Ensure you trust all team members before sharing integration access

5. Organize by purpose - Use teams to separate different projects, departments, or client work

6. Document team purposes - Keep internal documentation about what each team is for and who should have access

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If you have any more questions about teams or need assistance, feel free to reach out to us at [email protected]