Team

From Team you manage the people in your business: you invite them, give them a role, link their WhatsApp, decide whether they receive opportunities, and remove them. You can add your whole team, with no limit on people, on any plan; which roles you can assign depends on the plan — it's in Roles and permissions.

Inviting

The person gets an email with the link. The invitation expires after 7 days: if it shows as Expired, resend it and they have another week. While it's pending you can edit, resend or revoke it.

What the invited person sees

They open the link, sign in with the same email the invitation was sent to and complete their profile: name, photo and gender. If they come in with a different account, Trama tells them and offers to switch it.

If an Owner or an Admin already added their WhatsApp, they link it right there by sending a code. If not, they get in anyway: their notices reach them by email until someone adds their WhatsApp.

Each person's WhatsApp

The number each person's notices go to is linked by the Owner or an Admin, not by the person on their own. It's done from Team → Edit profile, or from Channels. The person sends a code from that phone and it's linked.

If the person handles an Assisted WhatsApp, that number is linked to them on its own when you pick them under «Who uses it». If their notices already go to a number they linked with their code, or to another Assisted number they still handle, they keep going there. Every change shows up in the configuration activity of their profile, with who made it.

Everyone sees their number under Settings → Notifications, and that's where they choose which notices they get: it's in Notifications. The email for notices is the sign-in one and isn't changed from here.

If someone has open opportunities and no notice reaches them outside the app (no WhatsApp linked and email turned off), their row says No notices. Their panel shows why, since when, and the button to link their WhatsApp. While it stays that way, every time we can't tell them about an opportunity you get a notice, at most one a day.

Who receives opportunities

In each person's role menu there are two switches, and they're independent:

• Automatic assignment — the system hands them new opportunities. At least one person has to keep this on.
• Direct assignment — the team can hand opportunities off to them by hand.

Taking someone out of automatic routing doesn't stop the team handing things off to them by hand: that's the case for someone who only handles what gets passed to them. How it's decided who gets each inquiry is in Lead routing.

From each person's profile you also set their languages, their specialties and their working hours, which routing takes into account.

Removing someone

With Remove member. Before you confirm, Trama tells you what happens to their open inquiries, and warns you if that person had created API keys: they're revoked, and everything using them stops working. It can't be undone.

Team metrics

The Metrics view shows, per sales rep:

• Active opportunities — the open ones created in the period, not counting won or lost.
• Time to contact — how long the customer waits from the moment the inquiry has a rep until someone moves the card. It's measured in working hours, and it measures the board, not the messages: someone who answers from their phone without moving the card shows up as slow.
• Enquiries won — of the ones that ended, what share was won.

The period is picked at the top: today, the last week, the last month or the last three months.

Who has access

Team is for the Owner and the Admin. Metrics and role changes are the Owner's only. Members don't have access to this section.