Team Management
Accounts (agent groups), team members (CRS users), and who controls what.
📄️ List accounts (agent groups) with agents, channel and status.
List accounts (agent groups) with agents, channel and status.
📄️ Create an account (with regions + assigned managers).
Create an account (with regions + assigned managers).
📄️ List team members (CRS users) with role, regions and status.
List team members (CRS users) with role, regions and status.
📄️ Create a team member (role, regions, reports-to, controlled accounts).
Create a team member (role, regions, reports-to, controlled accounts).
📄️ List account categories/channels (OTA / B2B / B2C / ...).
List account categories/channels (OTA / B2B / B2C / ...).
📄️ List the roles assignable to a team member (for the role picker).
List the roles assignable to a team member (for the role picker).
📄️ Get an account by id.
Get an account by id.
📄️ Update an account.
Update an account.
📄️ Get a team member by id.
Get a team member by id.
📄️ Update a team member.
Update a team member.
📄️ List the accounts a member controls.
List the accounts a member controls.
📄️ Replace the full set of accounts a member controls.
Replace the full set of accounts a member controls.
📄️ Add an agent (user) to an account.
Add an agent (user) to an account.
📄️ Assign one account to a member.
Assign one account to a member.
📄️ Unassign one account from a member.
Unassign one account from a member.
📄️ Activate / deactivate an account.
Activate / deactivate an account.
📄️ Activate / deactivate a team member.
Activate / deactivate a team member.