Team composition changes with new hires, moves between areas and departures. You can manage additions and removals from the team settings without affecting the history of already analyzed conversations.
Add a person to the team
Go to diio settings → Teams and open the team.
In the "People" section, click + Add person.
Search by name or email and select who you want to add.
Confirm. The person is added and starts using the playbooks assigned to that team.
If the person doesn't exist in the account yet, you need to invite them first. And if they're joining as an Executive, you need an available seat: only Executives use up seats.
The role is assigned per team
The same person can be an Executive on one team and a Leader on another. The role describes how they take part in that team, not who they are within the account.
When you add someone, make sure the role matches what they'll do on that particular team.
Remove a person from the team
Go to diio settings → Teams and open the team.
In the "People" section, locate the person.
Hover over their row and open the three-dot menu.
Select "Remove from team" and confirm.
They lose access to that team's playbooks and metrics, but remain active in the account and on any other teams they belong to. Their previous conversations aren't changed.
Move a person from one team to another
There's no "move" action. The flow is to remove them from the current team and add them to the new one.
Previous conversations stay associated with the old team and new ones with the new team. That means the old team's Leader still sees the history, and the new team's Leader starts seeing conversations from the change onward.
Before adding someone to a second team
When a person belongs to more than one team and those teams share the same playbook, the Leaders of both teams see all of their conversations analyzed with that playbook, not just the ones from the team they lead.
If that's not what you want, make sure the teams use different playbooks.