HELP FILE
Change Team Settings
The Team Administration page allows account- and team-level managers to modify the settings and details for a team in a centralized place. See Manage Teams for more information.
Topics in this article:
Change login settings for a team
Change login settings for a subteam
Assign managers to a team/subteam
Change message settings for a team
Change password policy settings for a team/subteam
Manage representatives and representative settings for a team/subteam
Change login settings for a team
- Click Teams in the left navigation and select the desired team, or add a new team.
- Use the Team Details tab to modify the following:
- Team Name – Modify the team's name.
- Portal – Select the portal that the team has access to.
- Available Logins – Specify the total number of representatives that can be logged in to HelpAlert for each team. Leave blank if you do not wish to specify a maximum amount of active logins per team.
- Team Name – Modify the team's name.
- Click Save Settings when finished.
Change login settings for a subteam
- Click Teams in the left navigation and select the desired subteam, or add a new subteam.
- Use the Subteam Details tab to modify the following:
- Subteam Name – Modify the subteam's name.
- Parent team – Select the parent team that the subteam falls under.
- Click Save Settings when finished.
Assign managers to a team/subteam
Click the Add Managers link on the Team/Subteam settings tab to modify the managers associated with the team or subteam. See for Manage Team Managers more information.
Change message settings for a team
Team managers can administer team messages for their assigned teams from the Team Messages page, which enables changes to be made to automated greetings, pre-scripted messages and pre-scripted URLs.See Change Team Message Settings for more information.
Change password policy settings for a team/subteam
You can modify the password policy on a per-team basis. See Change Password Policy Settings for more information.
Manage representatives and representative settings for a team/subteam
Representatives are the individuals who are assigned to receive, respond to and support customers and can be added and managed by account- and team-level managers (if enabled by account-level manager). They are assigned a HelpAlert login that allows them to receive queries from and support customers using those portals/subportals to which they have been granted access by a manager.
- Click the View or modify representatives associated with this team/subteam link at the top of the page to go to the Representatives page.
- Click the Manage settings for all representatives in this team/subteam link at the top of the page to go to the Settings for Representatives in [Team] page.