Teams
Teams are a great way to group together your properties and your users for various reasons. This includes:
- Giving people limited access to view or manage only a few addresses on your account, instead of seeing everything.
- Controlling how jobs inside a team are billed. For example, you can specify that one group of properties uses 1 credit card, while another group of properties can use a different credit card.
- Generating reports by team.
- Using teams to match accounting groups for exports.
We can set this up for you. Contact our team to set up teams on your behalf. This is free and is typically the easiest way to get started.
- To create a team go to More then Teams.
- Select the option Add Team. Teams can be nested inside each other for complex reporting arrangements.
3. Name your team, and you can add a "Parent Team" if this team sits underneath a parent team.
Team members can view addresses in that team and all "child teams".
4. Once your team is set up, you can add team members.
When adding team members, you are limiting their access to just see only the properties associated with that team (or any child teams). If you want someone to have access to all properties, do not add them to a team, make them an admin.
5. Once your team is set up, you can add properties to the team. This enables team members to view those properties.
Team notifications allow you to get specific notifications only for a group of properties on your account. So for example, if you want job reminders or completed notifications to go to someone for a specific property you can add in their information for team notifications.
Note: You can also use workflows for a lot of these kinds of things, which may be more powerful.
With team billing, you can assign different payment methods for each property, or group of properties in your account. This is helpful if you need to pay using 1 credit card for 1 property, and another credit card for another property.
If you add a card to "Team Billing", this will mean that you only use the credit card for that team for all jobs associated with that team.
Note: Subscription payments are all on the primary card, team billing only applies to job payments.
The way to use teams is to just add the right users and properties to a given team. That is it. Those users will automatically have their permissions limited to those properties. If you want to know how to create a user, just access this link
There are other features we can enable for you that relate to teams:
- Reporting by team
- Accounting exports by team
- Billing rules by team
Contact your account manager to learn more about these options.