The Team screen allows administrators to create teams. Examples of teams include Corporate Teams, Private Sales Teams, etc.
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| title | Opening the Team Screen - Click here to expand... |
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- From the Administration menu, select Organisation then Team.
- From the sidebar, select Organisation then Team.
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You can attach Brokers to Teams. This allows you report on groups of brokers based on their Team.
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| title | How to Add a Team - Click here to expand... |
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- Click the New button. The Team dialog will be displayed.
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- Enter the team name.
- Click the Short Name Copy button (
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Enter a short name. - Select the Available All Contexts? status:
- Yes (default): The team will be available in all contexts.
- No: The team will be created for the current context only. The current context is displayed in the Context Bar.
- Click the OK button. The Team dialog will close.
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