Team Management

Control your team’s workload to ensure quality service and scale your business organically.

No credit card or commitment required.
Team Management

How it works

  • Invite team members
  • Set team roles:
    admin, expert, owner
  • Delegate responsibilities

Make teamwork
a powerful tool for
your business success

  • Supervise your team
    Set access conditions for team members to allow them work with sensitive data.
  • Control the team’s workload
    Manage your team’s hours and appointments to raise team performance.
  • Boost service quality
    Access chat histories and video recordings between team members and clients to improve service quality.

Build a strong team with ExpertBox team management features

Access level controls

ExpertBox provides role-based access control with Workspace owners, Experts, and Administrators performing specific duties and having unique access rights.

Workspace owners get full control of what each team member is allowed to do and can prevent team members from revealing confidential data.

Team management

Workspace owners and Admins can invite new members to the team and manage team members’ accounts.

Team activity management

As a Workspace owner or Admin, you can manage Experts’ working hours, prices, and services in one place.

As an Admin, you can manage team members’ schedules to help team members cancel meetings or ask clients to reschedule.

Appointment quality control

Workspace owners and Admins can review all team members’ appointment histories, watch video recordings, and review chat histories.

Track how your team communicates with clients so you can advise on how they can improve the customer experience and raise your company’s credibility.

Start optimizing your team’s efficiency today!

Sign up for your 14-day free trial.

Check team activity from any device

Stay connected with your team and give them support even if you’re out of the office.

Why ExpertBox?

Solid support

Need a hand? From onboarding to troubleshooting, our support team will address your concerns in no time.

Easy to scale and customize

Whether you’re a solo expert or a team of professionals, achieve your business goals with advanced settings and an individualized design.

Proven security

The ExpertBox team works hard to ensure you and your customers can securely exchange information.

GDPR compliance
HIPAA compliance
SSL encryption

Ready to get started with ExpertBox?

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