Teams group clients so that staff work a defined book rather than the whole portfolio. If you have more than a handful of people, this is how you stop everyone seeing everything.
Creating a team
- Click Settings in the bottom-left corner.
- Open the Teams tab.
- Click Create Team in the top-right corner.
- Give it a name and a description, then save.
The list shows each team's name, description, who created it, and N° of clients currently assigned.
Assigning clients
Clients are attached to a team from the client's own profile, on its Teams tab. A client can belong to more than one team, which is useful when an account is shared between, say, a collections team and a sales team.
What teams change
Teams are about focus, not security on their own. They narrow what a user works with day to day; what a user is allowed to do is still set by their role under Factor Users › Roles & Permissions.
Use both: the role decides the actions, the team decides the accounts.
A note on naming
Name teams after how you actually divide the book – by region, by collector, by industry – rather than after individuals. People move; the book usually does not.
Related articles
- How to Create User Roles
- Assigning Client Roles and Managing Commissions