Teams, Mobile & Reports Overview
Manage Wemblo teams, agents, assignments, mobile apps, reports, permissions, and usage.
Overview
Teams, agents, roles, tasks, conversation assignment, Android, iOS, notifications, reports, and usage
Chapter purpose
This chapter helps business teams control user access, organize daily work, use Wemblo on mobile devices, and understand operational activity and plan usage.
Chapter contents
- Teams, Mobile, and Reports Overview
- Create Organization Teams
- Add and Manage Agents
- Configure Roles and Module Permissions
- Assign Agent Tasks
- Assign and Transfer Conversations
- Offboard a Team Member Safely
- Install and Sign In to the Android App
- Install and Sign In to the iOS App
- Use the Mobile Smart Inbox
- Manage Assignments and Notifications on Mobile
- Protect Wemblo on Mobile Devices
- Dashboard and Reports Overview
- Review Conversation, Campaign, Team, and Usage Reports
- Understand Plan Limits and Usage
A team is a reusable permission and assignment group. An agent is an authorized user. A task is a tracked next action. Mobile apps support approved daily work, while the web app remains the main configuration environment.
Who should use it
Workspace owners, managers, agents and authorized mobile or reporting users.
Where to find it in Wemblo
Wemblo -> Teams / Mobile / Reports
Before you begin
- Use a unique user account.
- Confirm the active workspace and role.
- Use test users or fictional customer data.
- Protect mobile devices and sensitive reports.
Main concepts and fields
| Concept / Field | Meaning or Use |
|---|---|
| Team | Reusable permission and assignment group. |
| Member | User assigned to the team. |
| Permission | Allowed module or action. |
| Queue | Work routed to the team. |
| Owner | Manager responsible for the team. |
Test and verification
- Complete one successful path with fictional data.
- Complete one invalid, failure or permission path.
- Confirm the result appears in the correct workspace and module.
- Confirm the correct person or team can review and continue the work.
Common issues and solutions
| Issue | What to Check |
|---|---|
| User cannot see the module | Team, role, active workspace and account status. |
| Assignment or notification is missing | Owner, device/browser permission and routing rule. |
| Report is empty or different | Date range, PKT, workspace, provider definition and sync delay. |
| Former user still has access | Disable account, revoke sessions and rotate shared credentials. |
Security, privacy, consent, cost and provider notes
- Use only data the business is authorized to process.
- External provider charges, policies, approvals, limits and availability remain separate.
- Do not expose passwords, API keys, tokens, webhook secrets, payment credentials or private customer data.
- Use human review for sensitive, regulated, urgent, financial or final decisions.
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