Managing teams in DailyBot

You can manage multiple teams inside your DailyBot organization.

Please be aware that you can manage the overall settings for your organization and teams, and also have the option to manage each Skill preferences for said organization or teams.

You require admin or teams management permissions to perform these operations.

Creating Teams

1. Go to the user dropdown and select Teams

2. Click on Create Team to open a new modal window

3. Enter the name of your team and choose the members you want to invite

If you are using Google Chat, keep in mind that users should first create an account in DailyBot; also, in Microsoft Teams, users should be added to their respective teams upfront, otherwise they won't appear in the dropdown list to select new team members.

Modifying Teams

1. Go to the user dropdown and select Teams

You can edit the name of the team by clicking the input and just retyping the name, the data is saved automatically.

You can remove the team using the 3 dots menu at the right and you can also define what is the default team of your org —default team is the team where new users are joined automatically—.

Team members

Go to the Organization Settings > Teams (tab).

Open the members window by clicking the members icon. From this window you can manage members permissions or add/remove members.

Product-specific settings for a team

Some products (i.e. Check-ins) have configuration that applies to teams.

To manage this configuration you should go to the Skill and then click the "Settings" tab for that Skill, then in the sidebar you can navigate the configuration options and then identify the team that you want to configure around that specific Skill.

Delete a Team

To delete a team, go to the top menu and select Teams. Then select the vertical ellipsis (⋮) at the right end of the specific team you want to delete and click on the "Delete team" option.