Overview
Create teams to help delegate tasks in your agency. With teams, you can assign activities to multiple users and schedule team-specific notifications to display on the Dashboard.
IN THIS ARTICLE
Creating a team
To create and manage teams, you need the "Manage Security Groups, Carrier Security Groups, and Teams" Administration Permission.
- Go to Profile & Settings > Settings > Teams.
- Enter the team name.
- Mark the ‘Active’ checkbox and click the ‘Add Option’ button.
- The team will only appear in dropdown lists if this checkbox is marked.
- Save.
- Rinse and repeat to add as many teams as you want.
Removing a team
Before you remove a team from AgencyBloc, we recommend first running the Activities report. This report will show you all activities and who they’re currently assigned to. If the team you’re removing is assigned to incomplete activities, you may want to reassign those activities to a different user or team for follow up.
Also, please keep in mind that removing a team may affect other areas of the application.
- Activity dropdown lists
The team will no longer be available in activity dropdown lists.
- Activities Dashboard
Users that are assigned to the deleted team will also no longer see its activities on the Dashboard.
- Calendar
Users that are assigned to the deleted team will also no longer see its activities on the calendar.
- Automated Workflow
Workflows with actions to create and assign activities to the removed team will instead be assigned to your agency’s backup user.
Assigning users to a team
Visit the Managing Users article to learn how to edit user account settings, including team assignment. Once assigned to a team, the user will be able to receive email notifications when activities are assigned to the team and see the team’s activities on your Activities Dashboard.
Using teams
Create and assign activities to the team to let everyone on the team know when there are to-dos and follow-ups. By default, everyone on the team will see these activities on the Activities Dashboard. If an activity has a due date, it will also display on the calendar. The team member taking care of the activity then just needs to assign it to themself to work.
Note: We recommend keeping activities assigned to the team at all times so everyone on the team can track their progress.
Scheduling team notifications
If you’re an agency user with the "Manage Security Groups, Carrier Security Groups, and Teams" Administration Permission, you can schedule team-specific notifications to announce important events and notices at your agency.
Team notifications display on the Dashboard.
