Step 4: Members & Teams
Add people to your organization and group them into teams.
Members
Have your user roles set up, and ready to add folks to our Gumloop organization? Navigate to the Members tab under People & Access.From here you can add new members either individually or in bulk via the Add Member button in the upper-right. You can also manage existing members including adjusting their roles/permissions, viewing an overview of what all they have access to, or removing users from the organization.Keep in mind: user roles are additive, so if a user has been given more than one role, they have the most permissive permissions of the grouping.Teams
You can create teams within your organization to give further structure. For example, teams such as a Marketing team, Operations team, etc. allow you to share agents, skills, knowledge sources and more with all members of that team, rather than one-by-one. If you haven’t already, learn more about the difference between teams and user roles here.From the Teams tab, select Create Team to name and brand new teams:Once created, back on the main Teams tab, click into the row of any team to edit its configuration, manage its members, or delete the team. Note that you can also give team-wide connector access from here as well.