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Manage Team Clients

Add and remove clients from teams to organize your client base effectively.

Required Permissions​

teams

Overview​

Client management is a core feature of team functionality. You can add clients to teams, remove them, and view client assignments to ensure optimal organization of your client relationships.

Adding Clients to Teams​

From Team Details Page​

  1. Navigate to the team details page for the team you want to manage.
  2. Click on the Clients tab.
  3. Click the Add Client button.
  4. In the client selection modal:
    • Browse available clients
    • Use the search box to find specific clients
    • Select one or more clients to add
  5. Click Add to Team to confirm the assignment.

Client Selection Criteria​

  • Available Clients: Only clients not already assigned to this team will be shown
  • Organization Scope: Only clients within your organization are available
  • Active Status: Only active clients can be assigned to teams

Removing Clients from Teams​

From Team Details Page​

  1. Navigate to the team details page.
  2. Click on the Clients tab.
  3. Locate the client you want to remove from the team.
  4. Click the Remove button next to the client's name.
  5. Confirm the removal in the confirmation dialog.

From Teams List Page​

  1. On the Teams list page, click the dropdown menu for the team.
  2. Select View Details.
  3. Follow the steps above to remove clients.

Viewing Team Clients​

Client List Features​

The Clients tab displays:

  • Client Name: Full name of the client
  • Email: Client's email address
  • Status: Whether the client is active or inactive
  • Actions: Remove button for each client

Client Information​

For each client in the team, you can see:

  • Contact Information: Name and email
  • Assignment Date: When the client was added to the team
  • Client Status: Active or inactive status
  • Quick Actions: Direct access to remove the client

Client Management Best Practices​

Team Composition​

  • Balanced Teams: Avoid creating teams that are too large or too small
  • Logical Grouping: Group clients by similar characteristics (location, service type, etc.)
  • Advisor Capacity: Consider advisor workload when assigning clients

Client Assignment Strategy​

  • Geographic Teams: Group clients by location for efficient service delivery
  • Service-Based Teams: Organize clients by the types of services they receive
  • Relationship Teams: Group clients with similar relationship characteristics
  • Portfolio Teams: Organize clients by investment portfolio types

Regular Review​

  • Quarterly Reviews: Regularly review team composition for optimal organization
  • Client Movement: Move clients between teams as their needs change
  • Team Optimization: Adjust team sizes based on advisor capacity and client needs

Bulk Operations​

Adding Multiple Clients​

  • Select multiple clients in the client selection modal
  • Add all selected clients to the team at once
  • Confirm the bulk assignment

Removing Multiple Clients​

  • Currently, clients must be removed individually
  • Consider team restructuring if many clients need to be moved

Client Status Considerations​

Active Clients​

  • Can be assigned to teams
  • Receive team-related communications
  • Are included in team statistics

Inactive Clients​

  • Cannot be assigned to new teams
  • Remain in existing team assignments
  • May need special handling for team management

Team Capacity Management​

Advisor Workload​

  • Monitor the number of clients per advisor
  • Consider advisor capacity when adding clients
  • Balance team sizes across advisors

Client Distribution​

  • Ensure even distribution of clients across teams
  • Avoid overloading individual teams
  • Consider client complexity and service requirements

Troubleshooting​

Common Issues​

Client Not Available for Assignment​

  • Already Assigned: Client may already be assigned to this team
  • Inactive Status: Client may be inactive and cannot be assigned
  • Permission Issues: Check that you have appropriate permissions

Cannot Remove Client​

  • System Error: Try refreshing the page and attempting again
  • Permission Issues: Ensure you have teams management permissions
  • Network Issues: Check your internet connection

Error Messages​

  • "Client already assigned": The client is already part of this team
  • "Invalid client selection": Selected client is not available for assignment
  • "Permission denied": You don't have the required permissions

After managing team clients, you may want to: