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# Section 16 : Team & Collaboration

**I.Adding users and setting permissions**

To add a user to your account:

1. Go to **Settings > My Staff > Add User.**
    
![](https://storage.crisp.chat/users/helpdesk/website/-/f/2/4/f/f24f524e0b327000/screen-shot-2025-05-19-at-8365_130k92y.png)
2. Enter the user's details and assign them a role (e.g., Admin, User).
    ![](https://storage.crisp.chat/users/helpdesk/website/-/f/2/4/f/f24f524e0b327000/screen-shot-2025-05-14-at-5585_1jd2wx2.png)
![](https://storage.crisp.chat/users/helpdesk/website/-/f/2/4/f/f24f524e0b327000/screen-shot-2025-05-14-at-6014_qg0nzo.png) 
3. Set permissions for what areas they can access (e.g., conversations, contacts).

**II. Setting up team collaboration tools**

Use team collaboration tools:

1. Go to `Settings > Team`
****
* On the left-hand menu, scroll down and click on **Settings. **
* ****Then select **“Team”** from the available tabs.
![](https://storage.crisp.chat/users/helpdesk/website/-/f/2/4/f/f24f524e0b327000/screen-shot-2025-05-14-at-6005_9caupi.png)
2. Click on “+ **Add User”**

* You’ll see a list of current team members.

* Click the **“+ Add User”** button (usually top right).

![](https://storage.crisp.chat/users/helpdesk/website/-/f/2/4/f/f24f524e0b327000/screen-shot-2025-05-19-at-8393_f4yu0q.png)
3. Fill Out Employee Details

You'll be asked to complete: 
* Full Name
* Email Address (this becomes their login)
* Phone Number (optional) Password (you can set one, or let them set it via the invite)
* **Password** (you can set one, or let them set it via the invite)
* **User Role**: ****
Usually options include:
**          - Admin** – Full access
          - **User** – Limited access
          - **Account Manager / Sales / Custom** – If roles were preconfigured
   
4. Save and Send Invitation **
**
****
* Click **“Save”**, and optionally check **“Send Invite”** to email them a login link.

**
**III. Managing tasks and appointments**

1. Managing Appointments

__Step 1:__ Go to the **Calendar** Tab
* From the left sidebar, click on **Calendar**.
    
* You'll see a daily/weekly/monthly view of scheduled appointments.
![](https://storage.crisp.chat/users/helpdesk/website/-/f/2/4/f/f24f524e0b327000/screen-shot-2025-05-19-at-8412_pndezb.png)

__Step 2:__ View or Create Appointments
* **To create**: Click on a time slot or use the **“+ New”** button.
    ![](https://storage.crisp.chat/users/helpdesk/website/-/f/2/4/f/f24f524e0b327000/screen-shot-2025-05-19-at-8412_ukwqzl.png)
* Fill in:
       - Contact name
       - Time & date
       - Assigned team member
       - Location (e.g., Zoom, in-person)
       - Add notes if needed
![](https://storage.crisp.chat/users/helpdesk/website/-/f/2/4/f/f24f524e0b327000/screen-shot-2025-05-19-at-8462_9rielz.png)
![](https://storage.crisp.chat/users/helpdesk/website/-/f/2/4/f/f24f524e0b327000/screen-shot-2025-05-19-at-8474_1u0wx1l.png)
__Step 3: __Manage Appointments
* Reschedule by dragging the appointment.
    
* Click on any event to **edit**, **cancel**, or **mark as completed**.
    
* Appointments are also linked to **Workflows** (e.g., send reminders, confirmation emails).

2. Managing Tasks

__Step 1:__ Go to **Opportunities **or **Contacts**
![](https://storage.crisp.chat/users/helpdesk/website/-/f/2/4/f/f24f524e0b327000/screen-shot-2025-05-19-at-8502_1w7et0e.png)
* Tasks are often tied to contacts or leads.
    
* Go to a contact profile or pipeline card.
![](https://storage.crisp.chat/users/helpdesk/website/-/f/2/4/f/f24f524e0b327000/screen-shot-2025-05-19-at-9020_za2brk.png)

__Step 2:__ Create a Task
* Inside a contact’s profile or card:
       - Click **“+ Add Task”**
       - Enter:
          - Task name (e.g., “Follow up call”)
          - Due date & time
          - Priority (High/Medium/Low)
          - Assigned to (if you have a team)
![](https://storage.crisp.chat/users/helpdesk/website/-/f/2/4/f/f24f524e0b327000/screen-shot-2025-05-19-at-9030_1517hr.png)

__Step 3:__ View and Complete Tasks
* Tasks can be viewed in:
      - **Contact profile**
      - **Pipeline card**
      - **"Tasks" Tab** (if available in your view)
        
* You can check off tasks as completed and add notes for future reference.

**IV. Assigning conversations to team members**

Assign conversations:

1. In the Conversations inbox, select a conversation.
    
2. Click "Internal Comment" and choose the team member you want to assign the conversation to by using "@".
![](https://storage.crisp.chat/users/helpdesk/website/-/f/2/4/f/f24f524e0b327000/screen-shot-2025-05-19-at-9112_byh790.png)
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