Team Management - Complete Guide

Team Management in Yobi allows administrators to build and manage their team effectively. Through the "Manage Users" portal, admins can add team members, assign roles, control channel access, and ensure smooth collaboration between human and AI teammates.

User Types

Yobi has two types of users:

Admins

Can add or remove team members through the "Manage Users" portal
Have the ability to install, connect, or disconnect channels and integrations
Can import contacts to Yobi (exclusive admin function)
Control overall team structure and permissions

Users

Standard team members with assigned access
Can access channels and features based on their assigned permissions
Cannot manage other users or system integrations

Adding Team Members

Steps to Add a User

Any admin user can easily add new human team members by following these steps:

1.Navigate to the Settings section in the left-hand sidebar
2.Select "Manage Users"
3.Click the "Invite Users" button
4.Enter the new team member's email address
5.Choose the role you want to assign them
6.Select the channels you want them to access
7.Click the "Add" button

An email notification will be sent for your team member to join your account.

Managing User Access

Role Assignment

When adding team members, admins must:

Choose the appropriate role (Admin or User)
Consider the level of access needed for each team member

Channel Access Control

Admins can:

Select specific channels for each user
Control which communication channels team members can access
Ensure users only see relevant conversations for their role

Team Collaboration Features

Human and AI Teammates

Yobi is designed for seamless collaboration between:

Human team members
AI teammates trained on your processes, knowledge, and brand voice

Collaboration Tools

The platform includes powerful collaboration tools, such as:

Team voice chat for smooth interaction between employees and AI teammates
Team Chat functionality
Call merging feature to bring team members into ongoing calls

Best Practices

Team Onboarding

Unlike many other software options on the market, Yobi is designed to be intuitive and easy to learn
Short videos and walkthroughs ensure that every team member can efficiently use the app in no time
We recommend that your team explores Yobi together
This collaborative approach will help generate questions that lead to a better understanding and use of the app

Access Management

Regularly review user access and permissions
Ensure each team member has appropriate channel access
Remove access for team members who leave the organization
Maintain clear role definitions

Team Structure

Plan your team hierarchy before adding users
Assign admin privileges carefully
Consider department or function-based channel access
Document your team structure for consistency

Managing Existing Users

User Management Capabilities

Through the "Manage Users" portal, admins can:

View all team members
Modify user roles and permissions
Remove team members when necessary
Update channel access for existing users

Settings Access

Team management features are found under:

Settings → Manage Users
Settings → Adding A User

Integration with Other Features

Team Management works closely with:

Managing Contacts:Only admins can import contacts
Managing Tasks:Coordinate team responsibilities
Internal Notes:Facilitate team communication
Adding And Managing Inboxes:Control inbox access per user

Team Management ensures your Yobi workspace is organized, secure, and optimized for collaboration between all team members, both human and AI.