Teams

Teams is a commonly a Branch Management function. In this section of the system, you are able create working teams within a specific agency branch. The user permissions are still reliant on the User Group, not the Team itself. Specific user permissions for Teams is a feature we are looking at for the future. Let's take a closer look into the Teams section of this module.

Teams overview

Teams are specific groups of agents that are grouped together for a specific purpose within an agency. When creating a new listing, one can also add all team member agents names to that particular listing, which will then allow them to view and edit that listing. The Teams summary page is pictured below. The summary page shows all the teams that have been added to the system.

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Keyword search

On the top left you will see the Keyword Search bar. Here you can search for any Team on the system using the team name or branch name. You can also filter your search by using the _{Team Status} dropdown and selecting either Active or Inactive.

Activity tabs

On the top right of the Listings summary page, you will see three activity tabs, as shown below. These are Refresh, Reports and Export.

Refresh

Clicking _Refresh will refresh the summary page with any new Teams that have been created or any updates made to Teams.

Reports

Clicking _Reports will allow you to generate an Activity or Team directory report. When you click on Reports, a new form will open up, as shown below. From this dropdown, select the report you wish to download.

Export

The _Export function allows you to download an Excel or PDF version of selected fields or all fields you have selected or you can download a complete summary of all the records on the system. The export tab will open a drop-down, showing the options available, as shown below. Read more about the Export function here.

How to add a new Franchise

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How to add a new Team

To add or create a new Team, simply go the Teams section of the Company module and click on _{+New Team.}

When you click on _{+New Team}, a form will pop up, as shown below. Fill in all the fields on the form and then remember to save your new team by clicking the _{Save Team} button on your top right.

How to edit an existing Team

To edit the information on a team that is already set up on the system, start by searching for the Team using the Keyword Search at the top left of the Teams summary page, pictured below.

Once you have searched for your Team and it appears in the summary page, select the team by placing a tick in the box to the left, shown below.

Once you have selected your Team, a new menu will appear at the top right, which looks like this:

Now select the _Edit button and a new form will pop up which allows you to make changes to the team information.

On the same menu, there are other options such as _Dashboard, _View and _{+Add Note}and _Export. Let's explore each of them.

View

The View tab allows you to view two options, shown below. You can choose to view the details of the particular team you've selected or to view the activity - updates to team information. Select your choice from the drop down.

Dashboard

The Team dashboard is where you can view all your team stats in one place, shown below. You will see an overview of all listings, leads, profiles and team members that belong to your specified team as well as the name and details of the team leader.

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Add Note

This section will allow you to add a note to the relevant team you have selected. Simply click on +Add Note which will bring up a new form, shown below, where you can add in any information on the team that is needed. You can also link another associated agent to the note, should it apply specifically to them.

Franchises

In this chapter, we will discover the Franchise section. The Franchise section is part of the Company module and may not be accessible to everyone on the system. User access to the Company module and Franchise section will depend on your User Group permission.

Branches

A Branch is a part of a specific Franchise group. Usually, branch information will only be accessed by Branch management and is not usually applicable to all users. In this section, we will cover an overview of the Branches section and how to edit or update a specific branch. Branches show an overview of how the branch is performing as well as all agents within that branch. It also shows how many alerts have been sent from that branch and a full overview of all listings pertaining to that branch.

Users

A User is anyone who has access to the management system. However, not everyone will have access to this part of the system. Only admins, principals, owners and directors will have access. If a User is within a particular branch, they will only have access to Users in their branch. If the User is part of Head Office, they will be able to see all Users regardless of the branch they are assigned to. In this chapter we will discover the User overview, how to edit and add a new User.

Teams

User Groups

A User Group is a designated group of Users within a specific branch that have particular user access based on their job function. Branch managers may not want all Users to see all modules. In this case, management can set up specific User groups and pre-determine what access the Users in the group have.