# How to Create and Manage Teams

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.

{% hint style="info" %}
This feature requires the Turbo plan
{% endhint %}

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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**  | <p>• Full control over the team<br>• Can delete the team<br>• Can manage all members and settings<br>• Cannot be removed or changed</p>            | Team creator who needs ultimate control       |
| **Admin**  | <p>• Can invite new members<br>• Can manage team settings<br>• Can add/remove chatbots to the team<br>• Can update member roles (except Owner)</p> | Trusted team members who help manage the team |
| **Member** | <p>• Can access chatbots shared in the team<br>• Cannot invite new members or change settings<br>• Basic read and use permissions</p>              | 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 <mark style="color:purple;">**<support@wonderchat.io>**</mark>
