Within each Division there can be one or many Teams, which are managed by Company Admin Users within your Company . These Teams are bespoke to your Company and will likely reflect your own Company's internal organisational structure; for example, there might be a Property Team and an Aviation Team as these are distinct groups of individuals within your Company who should be assigned different access and permission levels.

Create a Team

To create a new Team within a Division, navigate to the Division and then select the Teams tab. Select the Add New Team button above the Teams grid. You will then be presented with the Add Team modal and asked to provide a name for the Team, and select one or many Classes of Business for the Team (further details below). You can select the top option All Classes of Business if appropriate. Then select Add Team. The Team will now be added to the Teams grid, and you can now start adding Users to the Team.

The Classes of Business you select will determine the permissions that Users of the Team are granted within different Contracts based on matches between the Team's Classes of Business, and those assigned to the relevant Contract's Sections. For more details on how permissions operate based on Teams, visit the Access and Permissions topic in the Knowledge Base.

Edit or Delete a Team

To amend a Team, select the Team from within the Division, then select the About tab. Select the 3 ellipses in the top right corner of the tab and select Edit or Delete.

If you select Edit, then you will be able to edit the Team Name and selected Classes of Business.

Edit the Users associated with a Team

Select the Team from within the Division, then select the Users tab. There is a grid presenting the current Users assigned to the Team. 

To add a User select Add New User. You can then select any User of your Company that is not currently associated with the Team. The User's Role at Company level is selected by default, but you can change as appropriate. If the User has a Role of Company Admin at Company level, then Standard is selected by default, as Company Admin is a relevant Role within Teams. Then select Add User.

To edit a User select the Edit button to the far right of the their entry in the Users grid. 

To remove a User select the Remove button to the far right of the their entry in the Users grid.