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 permission “View teams” and “Create teams” to perform this action.
Create a Team
To create a new team, you can click on the below button in the Team List
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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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Add members (users) to a team
You can open Team detail In order to add members (users) to a team, you need to go to the Team details by clicking on Team name
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You can select team member in this fields below
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After click “Add user” button show friendly toast message and member will be added in Team Management
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the name of the a given team in Team list, as the screenshot below.
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The dropdown “Select user” is able to enter the keyword to perform user search by the user’s display name and it is case-insensitive. The list of users here comes from Users.
Once you already choose the user you would like to add, clicking on button “Add user” would officially add the selected user to the current team. If the action is done successfully, you will see the toast message below.
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In addition, the newly added user will be displayed in the Team Members List.
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If the selected user already exists in that team, you will receive the following message.
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If the user is no longer belonged to that team, you can remove that user from the team by clicking on the trash icon in the column “Action”.
Comment
Currently, Seamless allows one user belongs to multiple teams. If your organization has a different usage or would like to restrict the rule, please contact Contemi Support team to tell us your scenario.