Team Management
Comprehensive team organization and employee lifecycle management with advanced role-based access control, group-based resource allocation, and seamless integration across all Fiko features.
Overview
Fiko's Team Management system provides a powerful dual-panel interface for comprehensive employee and team organization management. Built with enterprise-grade security and scalability in mind, it enables organizations to efficiently manage team members, organize groups, and control access to resources across the entire platform.
The system supports role-based access where Company Admins and Super Admins have full access to both Agents and Groups management, while regular users have group-only access with restricted operations.
Key Features
Employee Lifecycle Management
- Email-based invitation system
- Role assignment (Admin / CS / Viewer)
- Status management (Active / Disabled)
- Pending invitations tracking
Advanced Group Management
- Team organization and hierarchies
- Multi-resource assignment
- Manager privilege system
- Real-time CRUD operations
Role-Based Security
- Granular permission control
- Access scoping by groups
- Admin protection mechanisms
- Audit trail and compliance
Cross-System Integration
- Smart Responses scoping
- Channel access control
- Widget team routing
- Conversation tag management
Getting Started
Begin your team management journey with these essential steps:
Access Team Management
Navigate to the Team section and familiarize yourself with the dual-panel interface for Agents and Groups management.
Invite Team Members
Start by inviting team members through the email-based invitation system, assigning appropriate roles (Admin / CS).
Organize into Groups
Create groups for different departments or functions, then assign agents, channels, and tags for optimal resource organization.
Featured Guides
Comprehensive guides to master every aspect of team management:
Agent Management
Complete employee lifecycle management including invitations, role assignments, and access control.
- Employee invitations
- Role-based access
- Status management
Group Management
Advanced team organization with resource allocation including agents, channels, and tags.
- Team organization
- Resource assignment
- Real-time updates
Integration Capabilities
Team Management seamlessly integrates with all Fiko features to provide a unified experience:
Smart Responses Integration
Group-scoped canned responses ensure team members only access relevant quick replies based on their group assignments and permissions.
Channel Access Control
Groups can be assigned specific communication channels (WhatsApp, LINE, Live Chat) to control which team members handle which customer touchpoints.
Widget Team Routing
Live chat widget conversations are automatically routed to appropriate team members based on group assignments, availability, and workload distribution.
Conversation Organization
Tag management is group-scoped, allowing teams to organize conversations with relevant tags while maintaining separation between different departments.
Ready to Optimize Your Team Management?
Start with our Agent Management guide to learn the fundamentals of employee lifecycle management, then explore advanced group organization features.