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5. Working with a team

Switch Teams

If you belong to multiple teams, you can switch between them using the Team Selection Area in the top right corner of the screen. You can check your current team by looking at the team name in the Team Selection Area or in Team Settings.

Instructions

1. Open the team selection area

Click the Team Selection Area in the top right corner. A list of your teams will appear, with Create New Team and Join with Invitation Code at the bottom.

Example UITeam Menu
Sales Team
Customer Success
Marketing Team

2. Select another team from the list

Click the name of the team you want to switch to. If you have multiple teams with similar names, check their team colors or team settings to make sure you select the right one.

Example UISelect a Team
Sales Team
Customer SuccessPress here
Marketing Team

3. Switch completed

You will switch to the selected team. All future transcript histories, dictionaries, and team settings will be displayed and saved for this new team.

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