Teams
What a team is in Fluent, which lists it narrows for your team members, and how many teams each agency plan allows.
What you'll learn
- What a team is, and which of your lists it narrows for the people on it.
- How to tell when your workspace needs more than one team.
What a team is
A team groups the people who handle part of your work, and the appointments they handle. An agency that works in 2 cities might have a team for each city, so each city's Schedulers work from their own list.
Every new agency starts with 1 team, named after the agency with " - Main" at the end.
Teams are listed in Settings › Teams, on the page titled Team Management. Team in the sidebar is a different place: it lists your people.
What teams limit
Teams decide which appointments and people your team members see in their everyday lists. They don't decide who can do the work.
A team member sees only their teams' appointments, wherever they look: lists, calendars, search, the Dashboard, and a link to an appointment. The Owner sees every team's appointments.
| Area | Follows your teams |
|---|---|
| Appointments | Yes |
| Team › Interpreters | Yes |
| Team › Team Members | Yes |
| Dashboard | Yes, for the team you pick |
| Interpreters you can assign | No, every interpreter |
| Customers | No, every customer |
| Reports › Services | No, use its Team filter |
| Billing | No, except the Add interpreter list on an interpreter rate card |
Interpreters work across teams:
- Assigning: any team can assign any interpreter. The invite dialog says "Interpreters can work across any team."
- Putting an interpreter on a team: helps you find them in your lists.
- What interpreters see: every appointment assigned to them, whichever team it belongs to.
People on more than 1 team
A person can be on several teams. They see the work of all of them together, and a menu in the top bar reads All Teams.
- Select a team in the menu: narrows Appointments, Team › Interpreters, Team › Team Members, and the Dashboard to that team.
- Select All Teams: shows them all again.
- Reports and Billing: Reports don't follow the menu. In Billing, only the Add interpreter list on an interpreter rate card follows it.
How people join teams
You pick a person's teams when you invite them. You can change them later from their row in Team › Team Members or Team › Interpreters. Adding teams, putting people on them, and who can do each part are in Manage teams.
Agency and organization teams
Teams work the same way in both account types, with a few differences.
| Detail | Agency team | Organization team |
|---|---|---|
| Details you keep | Name, contact details, and address | Name and description |
| Number of teams | Set by your plan | No limit |
| Interpreters on the team | Yes | No |
| Name on the appointment form | Office | Team |
A new organization starts with no team. On Appointments in an organization:
- Requestors: see only the appointments they requested.
- Everyone else: sees their teams' appointments.
When to use more than 1 team
Use a team for each group of people who work from their own list. Common splits:
- Cities or regions: A team for each city or region, each with its own Schedulers.
- Service desks: An In-person desk and a Video and Phone desk.
- Large contracts: A team for a large customer that has its own Schedulers.
- Organizations: A team for each facility, department, school, or court.
If everyone at your agency needs to see everything, keep 1 team.
Rules and limits
- Every agency appointment belongs to 1 team.
- The Starter and Agency plans include 1 team. Agency Teams has no team limit. See Plans and your subscription.
- While your workspace has 1 team, Fluent hides the team menu and the team filters, columns, and form fields.
- What happens to your teams when you move to a plan with fewer teams is in Change your plan.
Troubleshooting
I don't see a team menu or team filters
Your workspace has 1 team, or you're on only 1 team. Fluent shows team controls only when there's more than 1 team to choose from.
I only see some of our appointments
Your lists show the appointments of the teams you're on.
- The top-bar menu shows a team name: open it and select All Teams.
- You need another team's appointments: ask to be added to that team.
"This appointment belongs to a team you're not on. Ask your agency's Owner to add you to that team."
You opened a link to an appointment on another team. Only the people on that team and the Owner can open it.
My report doesn't match the team I picked
Reports don't follow the top-bar menu. In Reports › Services, select the team in the Team filter.
I can't add a second team
Your plan includes 1 team, so Fluent asks you to upgrade to Agency Teams. Upgrade first, as Change your plan describes, then add the team.