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Manage Teams

    Teams and subteams are groups made up of 1+ representatives, which enables account- and team-level managers to group representatives into nested teams for centralized administration and management.

    Teams may be configured to accept queries from 1 or more sub-portals, as designated by the account- or team-level manager. Representatives may only be assigned to 1 team at a time, but they may be moved from 1 team to another by managers.

    Note: Because the configuration of the Management Center varies depending upon the settings chosen by account administrators in the Admin Center, managers may not see all features and options when logging into the Management Center.

    Add a team

    1. Click Teams in the left-navigation.
    2. Enter a name in the text field at the bottom and click Add Team.

    3. On the Add Team tab, modify the team settings as follows:
      • Portal - Select the portal that the team has access to.
      • Team Name - Enter a name for the team.
      • Available Logins Select how many of the available logins on the account should be designated for this team
      • Team Managers -View all managers assigned to the team.
      • Functions - Enable or disable user functions on a per-team level.
        Note: These settings may be overridden on a per-representative function. Functions must be turned on at both the portal and representative levels to be enabled for a specific representative.
    4. Click Add Team when finished. See Add a subteam and Change Team Settings for next steps.

    Add a subteam

    1. Click Teams in the left-navigation.
    2. Click the Arrow icon next to the desired team to add a subteam.
    3. Enter a name in the text field and click Add Subteam.

    4. On the Add Subteam tab, modify the subteam settings as follows:
      • Subteam Name - Enter a name for the team.
      • Subteam Managers -View all managers assigned to the team.
      • Functions - Enable or disable user functions on a per-subteam level.
    5. Click Add Subteam when finished. See Add a subteam and Change Team Settings for next steps.
      Note: These settings may be overridden on a per-representative function. Functions must be turned on at both the portal and representative levels to be enabled for a specific representative.

    Assign representatives to a team or subteam (and its portal/subportal)

    1. Ensure that the desired team is assigned to the desired portal (Teams > [select team] > Portal).
    2. Click Representatives in the left navigation and select the desired representative (or add a new one).
    3. Use the Team drop-down menu to assign the representative to the team or subteam.
    4. Click Save Settings when finished.

    Assign teams (and their representatives) to a portal/subportal

    1. Click Teams in the left-navigation and select the desired team.
    2. Use the Portal drop-down menu to assign the team to the desired portal.
    3. Click Save Settings when finished.

    Delete a team or subteam

    1. Click Teams in the left-navigation.
    2. Select a team or subteam.
    3. Click Delete Team or Delete Subteam.

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    Article last updated: 27 September, 2022