<aside> 🗒️

How do Teams Work?

1. Create a new Team in the team page.
2. Teams are used to determine the Meeting Type assignation rules for groups of users.
3. Assign the Keywords (from meeting titles) to assign the meeting types.
4. Assign default meeting types for Video, Phone, Audio Uploads and Agent
5. Then assign the correct team to each user in the User tab in the Settings. </aside>

The Team Setup page (Settings > Users & Teams > Team Setup) is where Admins create and manage Job Roles and configure how Piper assigns meeting types per team.

Job Roles define the default settings and permissions assigned to a user within Piper. They help create a structured team hierarchy by specifying who the managers are for each role and what access or configurations team members should have.

By setting up Job Roles, you can:

• Standardize team workflows
• Ensure consistent access and behavior across similar roles
• Easily assign managers and reporting lines

This structure makes it easier to organize teams of any size and build a highly effective and scalable sales operation.

📋 Teams Overview

The Team Setup page displays all teams in your organization. Each team card shows:

• Team name (e.g. Team CSM, Team SDR, Team Tech, Team AE)
• Created by — the admin who created the team
• Last modified — when the team was last updated

🆕 Creating a New Job Role

1. Click on the + New Team button in the top right
2. Define a Name for the Role