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TFS Admin tpl
TFS Admin tpl
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The Team screen allows administrators to create teams. Examples of teams include Corporate Teams, Private Sales Teams, etc

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Note

Teams are optional


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titleOpening the Team Screen - Click here to expand...
  • 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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titleHow to Add a Team - Click here to expand...
  1. Click the New button. The Team dialog will be displayed.
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  2. Enter the team name.
  3. Click the Short Name Copy button (Image Added) if the short name is to be the same as the name.
    OR
    Enter a short name.
  4. 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.
  5. Click the OK button. The Team dialog will close.