Switching between teams

Overview Once a team is added a drop down on the top menu will appear showing a list of the different teams. When you click on any team, the system will automatically switch to that team and only show information within the team. Adding a contact, an expiration item, etc. within the team will automatically […]

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Delete a team

Overview You can delete teams as needed. Deleting a team To delete a team follow these steps: Step 1: Go on the top menu to Your Account -> Teams. Step 2: Click on the Delete link of the team that needs to be deleted.

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Add a team

Overview Teams allows you to separate information within the same account. Adding a team To add a team follow these steps: Step 1: On the top menu go to Your Account -> Teams. Step 2: Click on Add a new Team. Step 3: Enter a name for the team. Step 4: Click on Add Team.

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Team permissions

Overview Permissions work the same within teams as it does through the system using the same access privileges. The only major difference is that users with the Admin roles can switch between teams using the drop down on the top menu called Teams. Also Admin users can select All Teams from the menu to see […]

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Using teams

Overview Teams allows you to have separate sets of information within the same account. For example, you can track expiration for employee certifications for the HR department, have NDA contract expiration dates for the legal department and software licenses for the IT department and have each of the three separate from each other. Teams allows […]

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