 Productivity Tip
User Teams are used to control who sees which clients. So if you have a number of broker in your business, Broker a can be restricted to seeing juts Broker A's clients and so on. However an Admin user can be given system-wide rights so that they see everybody.
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Set up a User Team
| 1. | Under Security / User Teams, add the name of the new User Team. |
| 2. | This will generally be the Consultant name, however it could equally be Hamilton Office if say you had a satellite office and needed to restrict the rest of the database. |
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Allocate Brokers to a User Team
| 1. | After setting up the new User Team, you can now allocate a broker or multiple people to this Team as required. |
| 2. | Select the User Team from the drop down and press enter to save your selection. |
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Allocate Members to a User Team
| 1. | Once you have set up the User Team and allocated Consultants or Administrators as appropriate, you can now add individual Members to the User Team. |
| 2. | This is done at an individual Member level via the Marketing Screen. |
| 3. | Tick the box of the appropriate User Team and don't forget to save the change. |
| 4. | If the User Team box is left blank here, the client is then available for all users. |
| 5. | If you are searching for a client using F3 and you see a locked symbol on the left hand end of the line, this means that the client it part of a User Team that you do not have rights to access. |
| 6. | Should you want to move a whole block of clients to a User Team, we can do this with code for you, based on our labour rate at the time. |
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