Team Settings (for Team Administrators)

To be able to access the Team Settings you will need to have administrator access to the Team.

As a Team Administrator you can: 

 

💡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

1. Team Availability

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.