Team & Division Management

Purpose

This area covers two related capabilities: managing who has access to your workspace (Users & Roles) and how conversations are organized and routed (Divisions).

Both are grouped together here because they're commonly configured together when setting up a team — a new team member is typically assigned both a role and a division in the same workflow.

What's covered

• User Roles & Permissions — inviting team members, assigning roles, and connection/division assignment.

• Division Setup — creating divisions, assigning greeting messages, and linking divisions to connections for routing.

Recommended setup order

1. Create the divisions your team needs first (e.g., Support, Sales).

2. Make sure each person you want to add has already registered a CRMAI account — see Registration. Adding a user fails if they haven't registered yet.

3. Invite users and assign them to the correct division(s), or generate an invitation code if they should self-join — see Invitation Code Management.

4. Assign connections to divisions so incoming conversations route correctly.

5. Review role assignments — use the least-privileged role that still lets each person do their job.

Related: Connections Overview · Registration · Invitation Code Management