How do I create and manage teams in Whippy?

Last updated: November 5, 2026

Use Teams settings to organize members into operational groups for assignment, routing, and team-based workflows.

Before you start

  • Confirm you have permission to manage teams.

  • Decide the team's name and which members should belong to it.

  • Use roles for permissions and teams for grouping people.

Steps

  1. Open Settings > Users and teams.

  2. Select the Teams tab.

  3. Use Search teams to find an existing team.

  4. Review the Teams, Members, and Updated at columns.

  5. Click Add team when you need a new group.

  6. Enter the team details in the Create a team dialog.

  7. Open an existing team to review or update its members.

Tips

  • Use team names that match real operational groups.

  • Review member counts after team changes to confirm the right people are included.

  • Clean up unused teams so routing and assignment choices stay clear.

  • Do not use teams as a substitute for permissions.

Troubleshooting

  • If no teams match a search, clear the search or try a broader team name.

  • If a user is not in the expected team, open the team and review its members.

  • If you cannot create a team, ask an admin to create the team or update your role.