Teams Directory

This screen shows the Teams directory after a team has been created. It provides a centralized view of all active organizational teams and their key details.

The page contains the following options and columns:

1. Search

The Search icon allows you to quickly find a specific team.

This is useful when the organization has multiple teams and you want to locate one without scrolling through the entire list.

Example: Search for Sales to find the Sales team.

2. Add Team (+)

The blue + button allows you to create a new team.

When selected, it opens the Create Team page where you can enter:

• Team name
• Team members
• Extension

After completing the details, selecting Create Team adds the new team to this directory.

3. Filter

The Filter icon allows you to narrow down the teams displayed in the directory based on the available filtering options.

This is useful when there are many teams and you only want to view teams matching specific criteria.

Team Directory Columns

The table displays the following information:

1. Name

The Name column displays the name of the team.

In the screenshot, the team is:

Test

The arrow next to Name indicates that the list can be sorted by team name.

You can use sorting to organize the teams, such as alphabetically.

2. Extension

The Extension column displays the extension assigned to the team.

For the team shown:

121

This extension can be used to identify or reach the team through the organization's phone system, depending on the configured call-routing setup.

3. Team Members

The Team Members column shows the members assigned to that team.

In the screenshot, the team has one member represented by:

M

This indicates that the team currently contains a member whose initials/profile representation is M.

If additional members are added, their profiles or member indicators can appear in this section.

Purpose: Provides a quick view of who belongs to the team without opening the team details.

4. Status

The Status column shows whether the team is currently active.

The screenshot displays:

Active

This means the team is currently enabled and available within the organization.

A team-management system may also support other statuses depending on the available functionality.

5. Created Date

The Created Date column shows when the team was created.

For the Test team, the screenshot shows:

Aug 27, 2026, 11:05 PM

This provides a record of when the team was added to the organization.

Action Menu (⋮)

The three-dot menu in the Action column provides additional options for managing the selected team.

Clicking the menu opens the available team-management actions.

Depending on the system's functionality, these actions can be used to:

• OverView
• Profile
• Remove Team

Team Actions: Overview, Profile, and Remove Team

The three-dot Action menu for a team provides options to manage that specific team. The main options are Overview, Profile, and Remove Team.

1. Overview

The Overview option provides a summary of the selected team's information and current configuration.

It can be used to quickly review details such as:

• Team name
• Team extension
• Assigned team members
• Team status
• Created date
• Other available team-related information

Purpose:
Overview gives administrators a quick understanding of the team's current setup without needing to edit individual settings.

Example:

For a team named Sales with extension 121, the Overview can provide a summary showing the team name, extension, assigned members, and active status.

Overview = Quick summary of the team

2. Profile

The Profile option is used to view or manage the team's basic information and configuration.

Depending on the available permissions, the Profile section can include details such as:

• Team name
• Team extension
• Team members
• Other team-related settings

Administrators can use this section when they need to review or update the team's information.

Example:

If the team name needs to be changed from Test to Customer Support, the Profile section can be used to manage the team's information, if editing is supported.

Profile = Team information and configuration

3. Remove Team

The Remove Team option is used to delete or remove a team from the Teams directory.

This should generally be used when a team is no longer required.

For example:

Technical Support Team → Remove Team

After removal, the team will no longer appear as an active team in the Teams directory.