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Every account begins with a Default Team and a System Administrator user account. The default team is configured with full administrator access. We strongly recommended creating a new team and configuring it with access appropriate for your contact center representatives.

To create a new team:

  1. Click Add Team.



  2. A highlighted entry named New team is added to the column on the left.



  3. Configure each of the tabs according to the instructions provided in each of the following links:
    1. General Information
    2. Security
    3. Skillsets
    4. Members
    5. Chat
    6. Music On Hold


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