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Version: 1.00

Teams

Teams

The Teams screen in Daiana allows users to view, manage, and create teams that group virtual assistants by specific areas or departments. This view offers a clear and organized list of all created teams, with options to manage, edit, or delete each team.

Screen Components​

1) Top Navigation Bar:

  • Tenant: Identification of the Tenant associated with the logged-in user.
  • Navigation Menu: Includes the Home, Virtual Assistants, Chats, Teams, Security, and Conversations sections.
  • Plan Indicator: Shows the user's current plan (e.g., Enterprise).
  • Theme Icon: Access to platform theme types (e.g., Dark).
  • User Profile: Access to profile settings and user options.

2) Teams Header:

  • Title: “Teams” indicates the current section of the platform.
  • “Create Team” Button: Blue button on the right allowing the creation of a new team.

3) Teams List:

Columns:

  • Avatar: Icon representing the team.
  • Name: Team name.
  • Description: Brief description of the team and its functions.
  • Manage: Person icon to manage team members.
  • Edit: Pencil icon to edit team information.
  • Delete: Trash icon to delete the team.

Procedures and Functionalities​

1) Create a New Team:

  • Click the “Create Team” button.
  • Complete the form with the team name, description, and other required details.
  • Click “Save” to create the team.

2) Manage a Team:

  • In the “Manage” column, click the person icon next to the team you wish to manage.
  • This action will take you to a view where you can add or remove team members and adjust their roles.

3) Edit a Team:

  • In the “Edit” column, click the pencil icon next to the team you wish to edit.
  • Modify the necessary information in the displayed form and click “Save” to update team details.

4) Delete a Team:

  • In the “Delete” column, click the trash icon next to the team you wish to delete.
  • Confirm the action in the confirmation dialog to permanently delete the team.

Procedure to create a new team​

A) Access the Teams Section

  • From the top navigation bar, select “Teams”.

B) Create a New Team:

  • Click the “Create Team” button.

C) Configure the Team

  • Team Name: Enter a unique name for the team in the corresponding field.
  • Description: Provide a brief description of the team's functions.
  • Team Avatar: Click “Select file” to upload an image representing the team (allowed formats: JPG, PNG, WEBP, SVG, max size 5 MB).

D) Create the Team:

  • Click the “Create Team” button to save the configuration and create the new Team.

Procedure to manage a team​

A) Access the Teams Section

  • From the top navigation bar, select “Teams”.

B) Manage a Team:

  • click the person icon next to the team you wish to manage.

C) Configure the Team:

Search Bar: enter terms to search for specific virtual assistants.

Download Users: Clicking the “Download Users” button will download the list of users in the team in XLSX format.

View: If the user role is user, the checkbox will be enabled; activating it adds the user to the team. If the user role is admin, the checkbox will be disabled.

Procedure to edit a team​

A) Access the Teams Section

  • From the top navigation bar, select “Teams”.

B) Edit a Team:

  • click the pencil icon next to the team you wish to manage.

C) Configure the Team:

  • Team Name: Enter a unique name for the team in the corresponding field.
  • Description: Provide a brief description of the team's functions.
  • Team Avatar: Click “Select file” to upload an image representing the team (allowed formats: JPG, PNG, WEBP, SVG, max size 5 MB).

D) Edit the Team:

  • Click the “Edit Team” button to save the configuration and edit the Team.

Procedure to delete a team​

A) Access the Teams Section

  • From the top navigation bar, select “Teams”.

B) Delete a Team:

  • click the trash icon next to the team you wish to delete.
  • To confirm, click the “Delete” button.