Managing Teams
Teams help you organize users and manage household access efficiently. When you assign a household to a team, all team members automatically receive Full Access to that household.
When to Use Teams
Teams work well for organizing advisors by specialty, region, or client segment. Instead of assigning each household individually, assign them to a team and add members as needed.
Creating a Team
- Navigate to Settings from the profile menu
- Scroll to the Manage Teams section
- Click Create Team
- Enter a team name (required)
- Optionally add a description
- Select team members from the list
- Click Create Team to save
Team members automatically gain Full Access to all households assigned to the team. Use the search box to quickly find specific users when adding members.
Editing a Team
To modify an existing team:
- Find the team card in the Manage Teams section
- Click Edit
- Update the name, description, or member list
- Click Save Changes
Deleting a Team
To remove a team from your firm:
- Find the team card in the Manage Teams section
- Click Delete
- Confirm the deletion when prompted
Impact of Deletion
When you delete a team, members lose access to any households that were assigned through that team. Users retain access to households assigned to them individually or through other teams.