Teams

Here you can find out everything you need to know about Teams.

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12 articles in this collection
Written by Anna Eger, Andre Goncalves, and Thomas Hall and 1 other

Remove a Team Member from a Platform Seat

This article will explain how to Remove a Team Member from a Platform Seat.
Written by Anna Eger
Updated over a week ago

Giving your Team Member a Platform Seat

This article explains when you add a Team Member but you don't want to Share your entire Territory. Make sure you give them a Platform Seat.
Written by Anna Eger
Updated over a week ago

Creating a Team

This article will show you how to create a Team.
Written by Andre Goncalves
Updated over a week ago

Adding a Team Member

This article will show you how to add a Team Member to a Team.
Written by Thomas Hall
Updated over a week ago

Sharing a Territory With a Team Member

This article will show you how to Share your Territory with your Team Members.
Written by Jeff Shapiro
Updated over a week ago

Removing a Team Member

This article will show you how to remove Team Member you added to one of your Teams.
Written by Thomas Hall
Updated over a week ago

Team Dashboard

This article will give you information about the Team Dashboard.
Written by Anna Eger
Updated over a week ago

Deleting a Team

This article will show you how to delete a Team.
Written by Thomas Hall
Updated over a week ago

I'm a Team Member, why do I not have any access to my Team Leaders Data?

This article will explain why you might not have any access to your Team Leader's Data.
Written by Anna Eger
Updated over a week ago

Viewing Members in a Team

This article will show you how to view the Team Members you've added to your Team.
Written by Thomas Hall
Updated over a week ago

I'm a Team Leader, why do my Team Members not have access to my Data?

This article will explain in depth how to set up your Teams to make sure they have access to the data you want.
Written by Anna Eger
Updated over a week ago

Teams Page

Learn the basics of the Teams page.
Written by Thomas Hall
Updated over a week ago