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By the end of this guide, you’ll have created a team, added members, and named a team lead — so you can group people by how they actually work and organize the Inbox around them. A team is a named group of people on your account — for example “Front Desk”, “Bookings”, or “Aesthetics”. Teams make it easier to assign conversations, filter the Inbox, and see who’s responsible for what.

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Before you begin

  • You need to be an admin on the account to create and manage teams.
  • The people you want to add should already be on the account — see Inviting team members.
  • Decide on a team name and who should lead it.
1

Create a team

Teams belong to your account, so a team can include people from across your workspaces.
  • Open your team settings and choose to create a new team.
  • Give it a name: something your staff will recognize, e.g. “Front Desk”.
  • Add a description (optional): a short note on what the team handles.
You’ve created a team — an empty group ready for members.
Your plan sets how many teams an account can have. If you reach the limit, Cura prompts you to upgrade instead of creating another team.
Teams in Cura — Front Desk and Sales, each with its own members
2

Add members

Bring the right people into the team.
  • Add each person from your account’s list of members.
  • Add as many as you need — a person can belong to more than one team.
Your team has members.
3

Name a team lead

Every team can have one team lead — the person who owns it day to day.
  • Choose a team lead from the team’s members.
  • Change it anytime as responsibilities shift.
A team lead must be a member of the team. If you remove the lead from the team, the lead role is cleared and you’ll need to name a new one.
Your team has a lead — a clear point of ownership.
4

Use teams in the Inbox

Once a team exists, it becomes a handy lens on your conversations.
  • Filter the Inbox by team — each team appears under Team Inboxes in the Inbox sidebar, so you can see just that group’s conversations.
  • Assign a conversation to a team from the conversation’s details so nothing slips between people.
Keep teams small and purpose-built. A handful of focused teams (“Bookings”, “Front Desk”) is far easier to work with than one giant team that everyone belongs to.

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Troubleshooting

  • I can’t add someone to a team. They need to be on the account first. Invite them, then add them once they’ve accepted.
  • The team lead option is greyed out. A lead must already be a member of the team — add them in Step 2 first.