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Team Management - Complete Guide

Team Management in Yobi allows administrators to build and manage their team effectively.

Team Management in Yobi allows administrators to build and manage their team effectively through the "Manage Users" portal.

Video Tutorial

1

User Types

Admins

  • Can add or remove team members
  • Manage channels and integrations
  • Import contacts (exclusive admin function)

Users

  • Standard team members with assigned access
  • Access channels based on assigned permissions
2

Adding Team Members

Steps to Add a User

  1. 1. Navigate to Settings → Manage Users
  2. 2. Click the "Invite Users" button
  3. 3. Enter the new team member's email address
  4. 4. Choose the role and select channels to access
  5. 5. Click "Add" - an email invitation will be sent
3

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

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