Versions Compared

Version Old Version 5 New Version Current
Changes made by

Matthew Garrett

Matthew Garrett

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


Column

Insert excerpt
TFS Admin tpl
TFS Admin tpl
nopaneltrue


Column

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

Note

Teams are optional


Expand
titleOpening the Team Screen - Click here to expand...
  • From the Administration menu, select Organisation then Team.
  • From the sidebar, select Organisation then Team.

...

Image Added


You can attach Brokers to Teams. This allows you report on groups of brokers based on their Team.


Expand
titleHow to Add a Team - Click here to expand...
  1. Click the New button. The Team dialog will be displayed.
Image Removed
  1. Image Added


  2. Enter the team name.
  3. Click the Short Name Copy button (Image Modified) 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.