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Overview 

This article explains how Admins assign teams to Dispositions and Disposition Sets and configure scoped permissions for each role.

Note: Team Scoping applies only to organizations with a team hierarchy configured under Teams.

Assigning a Team to a Disposition or Disposition Set

1. Log in to the Talkdesk account.
2. Navigate to Admin [1] > Dispositions [2].

3. Select the Disposition or Disposition Set to edit [3], or click Create[4] to create one.

4. In the "Team" field [5], select one or more teams.
5. Click Save [6].

Note: A Disposition or Disposition Set created by a user with an assigned team inherits that team by default. A Disposition or Disposition Set created by a user without a team is not assigned to any team by default.

Configuring Team-Scoped Permissions

1. Navigate to Admin [1] > Roles & Permissions [2].
2. Select the role to edit [3].
3. Locate the Dispositions and Disposition Sets permissions area [4].
4. For each permission (View, Update, Create), select a scope from the drop-down menu: "All", "Team", "Child Teams", or "Team + Child Teams" [5].
5. Click Save [6].

Note: Apply the "Team + Child Teams" scope to Supervisors roles, so they retain visibility across their own team and every team below it in the hierarchy.

Verifying Team-Scoped Access

1. Log in as a user assigned to the updated role.
2. Navigate to Admin [1] > Dispositions [2].
3. Confirm that only the Dispositions and Disposition Sets within the configured scope appear.