1. Introduction

"Team" refers to the management of a group of users based on specific business needs, such as motor insurance sales, home insurance sales, and more. This enables the monitoring of each team's performance by tracking the number of sales or commissions earned.

2. Prerequisites

To access the "Team management" sub-menu, you must have permissions for Teams, Create Teams, Update Teams, and Delete Teams to view the "Team management" sub-menu.

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3. Team List

When you click on the "Team management" sub-menu, the Team List will be displayed as shown below.

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The Team List contains details:

• Team

• Organization

• Type

• Created Date

• Created By

Within the Team List table, you can easily rearrange column order through simple drag-and-drop functionality. Moreover, the column configuration option allows you to effortlessly select or deselect which columns are visible in the table.

You can also perform the following actions:

• Create a Team

• Edit/Delete a Team

3.1 Search & Filter

This enhances the search criteria for Team Management:

• Team Name

• Type

• Organization

When multiple search criteria are selected or input, the system will combine all the criteria and perform a search for accounts that have corresponding attributes matching or containing the search values.

More info in https://contemi.atlassian.net/l/c/t6Dm0NAd.