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Team Details

View comprehensive information about a team, including client lists, advisor assignments, and team statistics.

Required Permissions​

teams

Overview​

The team details page provides a comprehensive view of all team information, including client management, advisor assignments, and team statistics. This is your central hub for managing team operations.

Accessing Team Details​

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

  2. On the Teams list page, locate the team you want to view.

  3. Click the dropdown menu (three dots) on the team card and select View Details.

    Alternatively, you can click directly on the team card to view details.

Team Details Page Features​

Team Header​

  • Team Name: The name of the team
  • Description: Additional context about the team
  • Action Buttons: Edit Team and Delete Team options

Team Statistics​

The page displays four key metrics:

  • Clients: Number of clients assigned to the team
  • Advisor: The advisor managing the team
  • Created: Date when the team was created
  • Status: Whether the team is active or inactive

Management Tabs​

Clients Tab​

  • View all clients currently assigned to the team
  • Add new clients to the team
  • Remove clients from the team
  • Search and filter client list

Advisor Tab​

  • View current advisor assignment
  • Change the advisor assigned to the team
  • View advisor contact information

Client Management​

Adding Clients to Team​

  1. Navigate to the team details page.
  2. Click on the Clients tab.
  3. Click the Add Client button.
  4. Select clients from the available list.
  5. Click Add to Team to confirm.

Removing Clients from Team​

  1. In the Clients tab, locate the client you want to remove.
  2. Click the Remove button next to the client's name.
  3. Confirm the removal in the confirmation dialog.

Advisor Management​

Changing Team Advisor​

  1. Click on the Advisor tab.
  2. Click the Change Advisor button.
  3. Select a new advisor from the dropdown list.
  4. Click Assign to confirm the change.

Team Actions​

Edit Team​

  • Click the Edit Team button to modify team information
  • Update team name, description, or status
  • Save changes to update the team

Delete Team​

  • Click the Delete Team button
  • Confirm deletion in the warning dialog
  • Warning: This action cannot be undone
  • Use the breadcrumb navigation to return to the Teams list
  • Use the browser back button to return to the previous page
  • Click on client names to view individual client details

Tips​

  • Use the search functionality in the Clients tab to quickly find specific clients
  • Monitor team statistics to track team growth and activity
  • Regularly review team composition to ensure optimal client distribution
  • Use the advisor change feature when team management responsibilities shift