Creating & Managing Teams within your Account

Within a company's AgriSync account, Advisors should be placed onto their respective teams based on department, location, expertise, etc. If you are a small organization, you may only need one team in your AgriSync account. If you are creating your company's account, you can create these teams during the registration process. At any time, any Advisor with 'Manager-Level Access' can go into the Manage tab from the web dashboard to manage these teams or create new ones.

Each team in your account will have its own VoiceHub number. These VoiceHub numbers can be directly shared with customers or put into an existing call system to be forwarded onto.
Advisors should be added to at least one team, potentially multiple, depending on their role at your company. Advisors will only see and interact with tickets that are associated with the teams that they are on.

Watch this video to learn more about team structure and management within your AgriSync account.

Was this article helpful?
Cancel
Thank you!