--- title: "Define unique team settings" slug: "use-session-settings-from-a-different-team" updated: 2025-09-25T13:36:11Z published: 2025-09-25T13:36:11Z --- > ## Documentation Index > Fetch the complete documentation index at: https://knowledge.lightico.com/llms.txt > Use this file to discover all available pages before exploring further. # Define unique team settings When a user account is created, it’s assigned to a primary team. This team controls the default settings for all Collaboration Room sessions the user initiates and determines which cases they can work with in Case Manager. Teams help standardize customer interactions across departments. By assigning users to specific teams—such as sales, support, or onboarding—you ensure each customer journey aligns with the department’s way of working, while maintaining consistency throughout the organization. ### Secondary team When you create or edit a user you can assign them to one or more secondary teams. The user’s main team defines all settings as mentioned above. The secondary team enables access to additional items as follows: **In Collaboration Room:** - An agent can access secondary team **Workflows**during a session. - Users with access to the Admin Center History page can **search for sessions** from secondary teams. **In Case Manager:** - An agent can open secondary team case types. --- ## Examples of team settings The following are some examples of the many settings that you configure for a team: - Define [brand colors and](/v1/docs/format-design)logo for each team for the customer side of the collaboration UI. | ![team settings blue](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/team settings blue.png) | ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/team settings pink.png) | | --- | --- | - Select which Workflows are available to agents in a Collaboration Room session according to their team (see [below](/v1/docs/use-session-settings-from-a-different-team#create-teams)). ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/2025-01-01_12-08-52.png) - Define customer [access to the session after the session has ended](/v1/docs/configure-end-session-behavior) per team. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/2025-01-01_12-17-44.png) --- ## Create teams > [!TIP] > Tip > > Create teams before [adding new users](/v1/docs/user-management) so that you can assign them to a team upon adding them to the system. **To create a team**: 1. In the Lightico Admin Center, in the left navigation pane, click **Teams**. The Teams page opens. 2. Click **Create New Team** in the top right corner. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/2025-01-01_12-21-48.png) The **Teams > add** page opens. 3. In the **Name** box, enter the name of your team. 4. Under **Associated Assets**, select the PDF Template and other shared items to which you want your team to have access. 5. Under **Associated Workflows**, select the Workflows to which you want your team to have access. 6. Under **Settings**, edit the relevant settings that you want to change for this team. 7. Click **Create**. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/add%20team.png) The new team appears on the Teams page. A unique ID is assigned to the new team. This ID is not editable. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/2025-01-01_12-25-02(1).png) > [!NOTE] > Note > > You can edit or delete teams by clicking the relevant icons next to the team name. If users are already assigned to a team, you cannot delete that team. --- ## Enable team selection When an agent user starts a collaboration session, they enter with the settings for their home team. This section explains how to enable agents to start the session with the settings of a team other than their own. When this feature is enabled, the agent can select a team in the **New session** window. ![New session window with team selection enabled](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/Snag_181c274.png) New session window with team selection enabled **To enable agents to use a different team's setting for a session:** - Go to **System settings > Session > Conversation behaviors > Agent > Use session settings from a different team**, and turn on the toggle. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/Snag_48759404.png) ### Define team selection options You can define (globally and per team), which of the teams is an option for selection at the beginning of a session. For example, you may want to limit the customer service team to your customer service team settings, but you want the sales team to have access to both customer service and sales team settings. **To define team selection options:** 1. In System Settings, click the edit icon for **Use Available Teams for Selection**. The selection window appears.![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/Snag_4876d5bb.png) 2. Select the relevant teams and click **Done**. The selected teams define which are available for all teams. 3. If desired, turn on the toggle for **New teams will be automatically available for selection**. Now, when you [add a new team](https://knowledge.lightico.com/docs/design-workflows#photo-id-verification) it will automatically be available to agents when starting a session. > [!NOTE] > Note > > If the toggle is off, then when you add a new team, you would need to select it (like above) before it would be available to agents. 4. To define selection options for a specific team, go to **Team Settings** for that team. 5. Go to **Session > Conversation behaviors > Agent** and clear the **Use system settings** checkbox.![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/Snag_487f3317.png) 6. Click the edit icon for **Use Available Teams for Selection**. 7. Select the relevant teams and click **Done**. The selected teams define which are available for this team. ## Settings not affected by team change The following agent UI settings are not affected when using different team settings: - **Session history** - The session history that the agent sees in the **My history** pane is based on Team 1 settings. For example, under **my team**, the agent sees Team 1 sessions. - **Language** - During the session, the agent's language is defined by their original team settings (Team 1), but the customer language is defined by the new team settings (Team 2). - **Single active session** - If Team 1's settings prevent agents from opening more than one session at a time (**System settings > Session > Preferences > Single active session**), this setting will still apply to the agent. - **End session behavior** - Team 1's end session behavior settings (**System settings > End session behavior**) still apply to the agent. When the session ends, the agent will be redirected to whatever page is defined in Team 1's settings. A module within the Lightico Platform that enables you to complete all parts of a customer journey from a single, chat-style interface. You can obtain signatures, verify ID, collect supporting documentation, collect payments and more. A module in the Lightico platform that enables you to collect and manage customer information in a standardized, organized, and efficient way. Area of the Lightico platform where you will find all settings, user management, and asset configuration pages. Access to this area is defined by a user's role and permissions. A PDF document that has been enhanced with interactive fields so that it can be completed by a customer in a session. A series of customer interactions that must be completed in a certain order. Workflows are configured by a business configurator (BC) and added to the session by an agent or API. A user that communicates with end-customers to complete tasks in a Collaboration Room session or a Case Manager case.