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.
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
This action will open the Create New Team form popup where you must fill in all mandatory information marked with an asterisk in the form.
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.
Assign members (users) to a team
You can open Team detail by clicking on Team name
You can select team member in this fields below
After click “Add user” button show friendly toast message and member will be added in Team Management
