1. 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.
2. Prerequisites
You need to have permissions group “Team management” including View Teams, Create Teams, Update Teams, and Delete Teams in order to see the sub-menu “Team management”.
3. Team List
When you click on the sub-menu “Team management”, Team List will be shown as below.
The Team List provides all the Team Management information:
Team
Organization
Type
Created Date
Created By
In the Team List table, you can change the column order by dragging and dropping the column name. Additionally, you can select/deselect the columns to be displayed in the table via the column config option:
You can also perform the following actions:
3.1 Search & Filter
This provides more search criteria for the Team Management:
Team Name
Type
Organization
If multiple search criteria are selected/input, the system will combine all the criteria and search for the accounts who have corresponding attributes matching/containing the search values.
More info in https://contemi.atlassian.net/l/c/t6Dm0NAd.