Introduction
“Team” is used to manage a group of users depending on business requirements, i.e. motor insurance sales, home insurance sales,… This can be used later to monitor the performance of each team through the number of sales or commissions earned.
Notes: Users are users of the organization who is using Seamless.
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Prerequisite
You need to have the permission “View teams” and “Create teams” permission to perform this action. You can view your permission in the Roles page.
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Create a Team
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To create a new accountteam, you can click on the below button in the Team List
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This action will open the Create New Team form popup where you need to must fill in all mandatory information which is marked with an asterisk in the form.
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The information in the form includes:
Team Name
Organization
Type: Internal team/External team
Description
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Internal team: the team is made up of internal users.
External team: the team is made up of external users, but they need to have an user account in Seamless.
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Assign members (users) to a team
You can open Team detail by clicking on Team name
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