• How to Organize Members by Team in Calilio?

  To organize members by team in Calilio, open Settings, then Teams, and click the team you want. The team's own page lists everyone in it with their email, assigned numbers, and status. Click Add Member to put another workspace member in that team. Step 1: Open the team Click Settings, then Teams under WORKSPACE. Click the team you want to work on, anywhere on its row. The USERS column shows the members already grouped into each team. ![](https://storage.crisp.chat/users/helpdesk/websiFew readers

• How to Create a Team in Calilio?

  To create a team in Calilio, open Settings, then Teams, and click Add Team. Give the team a name, choose the workspace members it groups, and click Save. The team then appears in the Teams list and in the YOUR TEAMS group in the sidebar. Before you begin Teams are part of the Premium and Enterprise plans, so check your plan if Teams is missing from your settings menu. You need admin or owner access, because Teams sits under Settings. Invite the people first: a team groups members whoFew readers

• How to Rename a Workspace in Calilio?

  To rename a workspace in Calilio, open Settings, then My Workspace. Click Edit on the workspace card, type the new name in the Name field, and click Save. The Edit Workspace dialog changes the workspace name and nothing else about the workspace. Step 1: Open the My Workspace page Click Settings, then My Workspace under WORKSPACE. The heading is your workspace name, followed by 's Workspace. The cards under it count the teams, admins, members, and numbers your workspace has. ![](https:Few readers

• How to Assign a Phone Number to a Member in Calilio?

  ${youtube}[](9-AO_Cr17ps) To assign a phone number to a team member in Calilio, open Settings, then Members. Click the menu at the end of the team member's row and choose Assign a Number. Select each business number you want that team member to work from, then click Assign Number to save the assignment. Step 1: Open the Members page Click Settings in the left sidebar. Under WORKSPACE, click Members. The member list shows NAME, STATUS, TYPE, and ASSIGNED for every team member in theFew readers

• How to Remove a Team Member in Calilio?

  To remove a team member in Calilio, open Settings, then Members. Find the team member, open the menu at the end of their row, and choose Remove Member. Check the ASSIGNED column first, and reassign any business number held only by that team member so someone still receives calls to it. Before you begin Check the ASSIGNED column on that team member's row. A business number assigned only to them may be left without an owner after the removal, so reassign it first. Their conversations stFew readers

• How to Change a Team Member's Role in Calilio?

  To change a team member's role in Calilio, open Settings, then Members. Find the team member in the list, open the menu at the end of their row, and choose the role change option. Calilio has two roles, Admin and Member, so the menu offers whichever role the team member does not hold. Step 1: Find the team member Click Settings, then Members under WORKSPACE. Type a name into the Search box above the list to narrow the results. The TYPE column shows the role each team member holds now.Few readers

• How to Invite Team Members in Calilio?

  How To Add New Member To The Workspace To invite a team member in Calilio, open Settings, then Members, and click Invite Members. Enter the team member's full name and email address, choose Admin or Member as their role, accept the terms, and click Send Invite. The team member appears in your member list once they accept the emailed invitation. Step 1: Open the Members page Click Settings in the left sidebar of the Calilio web app. Under WORKSPACE, click MembersSome readers