Setting up teams for the chat widget allows incoming messages to be directed to the right group of staff. This makes sure announcements, new documents and queries reach the right people and keeps communication organised. This guide explains how to create teams for the chat widget and assign staff to them.
Quick Guide
Setting Up Teams for the Team Chat Widget
From the Dashboard, click on the cog at the top right.
Click on Account Settings.
Scroll down to Teams.
To the right, click on Add/Edit.
Enter the team name in the box.
Click SAVE.
Scroll to Upload Team Members / Documents.
Click on the All Teams box.
Select the team.
Scroll down to the list of current employees.
Tick the box to the right of an employee to add them to this team.
Their name will move from the available employees to the List of Team Members directly above.
Repeat this step until all relevant team members are added.
The team is now established. From here, you can add or remove team members at any time.
You can now message them as a group through the team chat widget, marked by the message icon in the bottom right.
Click on the icon to open the chat.
The new team is now visible in the team list.
Click on the team name to send a message.
Messages sent in the chat will be shown to all employees previously added to the team.
Employees must have their SaucedIt app notifications turned on to receive alerts of new messages.