To be able to access the Team Settings you will need to have administrator access to the Team.
As a Team Administrator you can:
- Add or remove team members
- Manage admin access
- Access the Team's Settings
💡To access the Team Settings, go to Settings in the top right corner of the Team.
You'll see three tabs: General, Guests, Reports, and Preferences
General Tab
Define your Team’s operating hours and create an automatic out-of-hours banner so Case senders know when to expect a response. More here.
2. Team Privacy
If enabled, the Team is not searchable on the Foxo network and won't appear in the search results. It will, however, always be visible to the members of the Organisation.
3. Suggest this Team to new Users
You can select Teams to be prompted to new users as they onbaord. These could be for examples, General Chat Teams etc .
4. Ski User Approval
When enabled, members of the Organisation can join the Team without needing approval from a Team Admin.
5. By Invitation Only
Restricts Team access to invited members only.
This ensures that only those explicitly invited can join the Team.
Guest Tab
The Guest Tab enables Patient and Referrer Connect. Find out more here.
Prerequisites
- To be able to access the Guest for Patient and Referrer Chat it will need to be enabled for your Organisation. This is an add-on module that needs to be activated by your Foxo Account Manager.
- You will need to be a Team administrator with access to the Team's Settings.
💡Setup
For a complete guide on the settings for Referrer or Patient Connect, use this Connect link and see it live in action.
Reports Tab
Here is where you can download a CSV file containing the Team's case metrics.
👇 Find out more here.
Preferences Tab
Under Team Preferences you can customise team-specific notifications.
👇 Find out more, here.