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Create Team

Create a new team to organize your clients for better management and collaboration.

Required Permissions​

teams

Overview​

Teams allow advisors to group clients together for streamlined management. Each team can have one assigned advisor and multiple clients. Teams help organize client relationships and provide a structured approach to client management.

Workflow​

You must be logged in as an advisor to complete the following steps.

  1. From the main navigation, click on the Teams menu item.

    Missing Permissions

    If you receive a message stating you do not have the appropriate permissions to view the page, please contact your administrator and request teams permissions.

  2. Click the Create Team button in the top-right corner of the Teams page.

  3. Fill out the team creation form:

    • Team Name: Enter a descriptive name for the team (required)
    • Description: Provide additional details about the team's purpose (optional)
    • Advisor: Select the advisor who will manage this team (required)
    • Status: Choose whether the team should be active or inactive (defaults to active)

  4. Click the Create Team button to save the new team.

  5. You will be redirected to the team details page where you can add clients and manage the team.

Team Properties​

Required Fields​

  • Team Name: A unique, descriptive name for the team
  • Advisor: The advisor responsible for managing this team

Optional Fields​

  • Description: Additional context about the team's purpose or focus
  • Status: Whether the team is active (can be used) or inactive (archived)

Best Practices​

  • Use descriptive team names that clearly indicate the team's purpose
  • Add meaningful descriptions to help other team members understand the team's focus
  • Ensure the assigned advisor has the necessary permissions to manage the team
  • Consider creating teams based on client segments, geographic regions, or service types

Next Steps​

After creating a team, you can: