Team Members

Team members are the Salesforce users receiving assignments from a team. In order for Distribution Engine to assign records to a user they must be added to one or more Distribution teams.

From the team members page you can:

  • Add or remove team members, optionally performing additional configuration.
  • Activate and deactivate team members.
  • View team member's caps.
  • View how many records they have been assigned today/in total.
  • Toggle team members on or off, including using timer toggles if enabled on your org.
Can't see the toggles? Turn on User availability toggles on the Distribution Settings tab.

Add team members

Team Members that are set as the Source of a distributor, will not receive assignments from that distributor. 

To add new team members, click the add team members button on the Team Member list page.

The Add Team member list allows you to select Salesforce users to be added to the team. You can filter by profile, role or date added. You can create team members as inactive by unselecting the 'Create active' checkbox.

Filtering by date added allows you to find recently added Salesforce users - handy for onboarding new joiners.

To add team members without configuring them, click 'Add Selection'.

Add & Configure Team Members

When adding team members, you can optionally configure of these team members as part of the same action, to speed up getting users ready to receive distributions. To do this, click 'configure selection' instead of 'add selection' in the add team member modal.

When adding multiple team members using Add & Configure, all team members will receive the same Shift, Tags and Weighting values.
  1. Select the users to add to the team. Note that a maximum of 50 users can be added and configured at once.
  2. Optionally, select an existing team member to copy configuration from.
  3. Select the shift you want the team members to have.
  4. Select any tags you want to add to team members. Tag assignments are universal and can potentially impact other teams.
  5. Select the weighting you want the team members to have.

Dynamic Team Members

This feature is available on the Unlimited Tier. Learn more

You can use the Dynamic Team Members feature to automatically add and remove users from the team based on their Salesforce user record. This article has more information.

Remove or deactivate team members

  • Click the row menu to the right of a team member and select remove or deactivate.
  • Or use the checkboxes to multi-select and then click the 3 dots button in the toolbar at the top right to remove / deactivate multiple team members.

 

 

Team members licenses

Each team member will consume one of your Distribution Engine licenses, and you can see the total count in the header. Users in multiple teams only count as 1 license.

Contact Support to add more licenses. 

How did we do?

Team Summary

Team Availability

Contact