Team leaders and team-scoped visibility

Teams under Settings > Teams can now have a leader, and that leader automatically sees only their team's information across contacts, dashboard and chats — no need to touch the whole account.

1. What's changing

Previously, teams were just a way to group people: they had a name and members, but didn't affect what any salesperson or user saw in the account. Now:

• Any team can have one or more leaders.
• A leader sees, by default, only the contacts, dashboard and conversations of the teams they lead — not the whole account.
• Leading a team is independent of membership: a person can lead a team without belonging to it, and can lead several teams at once.

Users with account-wide contact management permission keep their usual full visibility — this change doesn't affect them.

2. The new team management permission

Setting up teams and assigning leaders now requires its own permission, separate from user management. Anyone who already administered users before this change already has it automatically — no manual action needed.

Leading a team does not, by itself, grant permission to change any team's composition — a leader without this permission sees their team's data but can't add, remove, or rename anything under Settings > Teams.

3. What a team leader sees

A leader's visibility covers:

• Contact list: alongside their own contacts, a leader sees contacts assigned to any member of the teams they lead.
• Dashboard and team overview, including the salespeople/AI agents tab.
• Chats inbox (WhatsApp): the conversation list is filtered the same way as the contact list, and real-time new-message notifications respect that same filter.

Someone leading multiple teams sees the union of all of them by default, and can use a team selector (shared across contacts, dashboard and chats) to narrow the view to a single team.

4. What stays the same (on purpose)

• Conversation content (the actual messages in a chat) remains accessible to anyone in the account who has the direct link, even if the contact isn't in their team. This is intentional: conversation links get shared between colleagues, and hiding the history would break that flow.
• CSV export and bulk updates on contacts still reach the whole account, unfiltered by team. This is a known limitation, not an oversight — it will be revisited together with the accounts affected.
• Analytics reports and tasks are not part of this change.

5. How to set it up

1. Go to Settings > Teams.
2. Open the team you want to configure (or create a new one).
3. Assign one or more people as team leaders — they don't need to be members.
4. Save your changes: the assigned person will see the team-filtered view the next time they open contacts, the dashboard, or chats.

Screenshots pending: this guide was generated before the demo account could be accessed to capture real screens of Settings > Teams, the filtered contact list, and the team dashboard. They'll be added once available.

Relevant scenarios

• Multiple sales teams in the same account: a director leading two regional teams can switch between seeing both together or reviewing one at a time, without relying on manual filters.
• High contact volume: in accounts with many salespeople, a leader no longer needs to ask an admin for reports — their dashboard and contact list already arrive scoped to their team.
• Links shared between colleagues: if a salesperson shares a conversation link with a colleague on another team, that colleague can still open it normally.

Conclusion

Teams go from a simple grouping to a real sales structure: any team can have leaders, and those leaders work with a contacts, dashboard, and chats view scoped to their own team — without losing any visibility they already had before.