Creating teams is one of the primary functions of the Admin, helping to organize members within the organization by department or branch. Teams are typically composed of one or multiple Team Leads, who act as managers, and Team Members, who handle various day-to-day tasks. This structure allows for effective oversight and efficient delegation of responsibilities, ensuring that all parts of the organization work cohesively towards their goals. Admins also have the ability to move users between teams when organizational changes occur, though this process requires proper verification and careful data management to ensure smooth transitions.
Creating Teams
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To create a new team, you first need to purchase an additional team. Navigate to the "Addons" tab by clicking on "Settings" and then down to "Addons" under the "Company" tab.
Here, you can add the desired number of teams. Once selected, scroll down to the "Update +addons" button to confirm your purchase. Alternatively, you can buy additional teams directly from the "Teams" tab in your navigation sidebar.
Again, it’s essential to complete this purchase before you can create any new teams.
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Next, navigate to the "Teams" section from your dashboard. Click on the "Add team" button to begin setting up your new team.
You will be prompted to enter the "Team details" and assign a "Team owner." If there are multiple team leads on the same team, the team owner is the highest level user. Once these details are filled out, click "Create" at the bottom.
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After creating the team, the next step is to add members. Click on the newly created team and then on "+Add Users."
Enter the email addresses of the individuals you want to invite to your team. You can add multiple members at this stage and also assign them custom roles which grants or revokes access to various features in their Bonzo accounts.
After entering their email addresses, click "Send Invites." The invited members will receive an email with instructions to join the team.
It’s important to note that you will only be able to add users if you have available unused seats. The number of used versus unused seats is viewable at the top under “Available Limits.” If you need to purchase additional seats, return to your “Addons” tab and select the number of seats you’d like to add, then click on “Update addons.”
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When deleting teams, note that teams can still exist with no users in them. To view inactive teams, select the filter dropdown to the right of your screen.
Once the inactive and empty teams are identified, scroll over to the right, and click on the three dots or breadcrumbs to delete the team.
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Lastly, you can export users and teams out of Bonzo to CSV, Exerl, or XML file for further organization and record keeping. In your "Users" tab or "Teams" tab, select the appropriate accounts and then click on the arrow icon that appears on the quick action toolbar at the bottom of the screen.
Moving Users Between Teams
Note: The destination team must be fully verified with carriers before moving any user. If the team doesn't exist or isn't verified, create the team and submit for verification first. Verification approval takes 5-7 business days.
- Navigate to the Users tab at the Admin level and locate the user you want to transfer and click the three dots on the far right of their row.
Then, click "Transfer to another team" from the dropdown menu.
- Select the destination team from the list and click "Next."
- Configure transfer settings:
- Check the first 5 boxes as recommended
- Do NOT check "Force Move"
- Optional: Add your email address if you want notification when the move is complete
- Click "Move" to complete the transfer. The user will be successfully transferred to the new team once the process completes. If you requested email notification, you'll receive confirmation when the move is finished.
Note: If you're moving the only user from a team, all team data will be permanently lost once that user is transferred. To prevent data loss, add a temporary "hold" user to the original team before transferring the primary user. This preserves the team and its data. It is recommended to export all People data (contacts) from the account before proceeding to safeguard against data loss.
By following the steps to purchase additional teams, set up team details, and add members, you can ensure your organization operates smoothly with the appropriate access and controls in place.
Note: To learn more about the Admin, click on the link below.
Admin: General Overview