Teams are groupings of employees that your company uses to assign queues, escalate cases, or route tasks in the CRM. Use teams to control which agents handle which types of borrower interactions.
Availability: All clients Required permissions: team:list, team:read (to view); team:create (to add); team:update (to edit and delete)
From the Admin Portal sidebar, select Teams (beta toggle: under the Workforce group). The teams list displays all teams for your company in a table with the following columns:
| Column | Description |
|---|---|
| ID | The Peach-assigned team identifier (TM-XXXX-XXXX). Select to open the team detail page. |
| Name | The display name of the team. |
| The team's contact email address, if configured. | |
| Employees | The number of employees currently assigned to the team. |
Use the search bar to find teams by name, ID, email, or external ID. Select any column header to sort the list.
- From the Teams list, select Add team.
- Fill in the team details (see field reference below).
- Select Add to create the team.
You're redirected to the new team's detail page after creation.
- From the Teams list, select a team's ID to open its detail page.
- Select Edit.
- Update the fields you want to change.
- Select Save to apply your changes, or Cancel to discard them.
To add employees to a team, search by name in the Employees on team field. To remove an employee, select the x next to their name.
- From a team's detail page, select Delete.
- In the confirmation dialog, select Yes to confirm.
If the team has employees, the confirmation dialog will notify you that all employees will be removed from the team before it is deleted.
| Field | Description | Required | Values / Format |
|---|---|---|---|
| Name | Display name for the team, visible across the CRM and Admin Portal. Must be unique within your company (uniqueness and length limits are enforced by the Peach API). | Yes | Text |
| Contact email for the team, such as a team listserv address. Format is validated by the Peach API on save. | No | Email address | |
| Employees on team | Employees assigned to this team. Search and select from existing employees. | No | Multi-select |
| External ID | Your company's internal identifier for this team, useful for API integrations. | No | Text |
The following fields are read-only and displayed on the team detail page:
| Field | Description |
|---|---|
| Team ID | The Peach-assigned identifier for the team. |
| Employee count | The number of employees currently assigned. Updates automatically as employees are added or removed. |
| Created at | The date and time the team was created. |
| Updated at | The date and time the team was last modified. |