Teams, Onboarding & Invited sections

Teams

In this section, users will be able to get information from all the teams created for a specific Agency. Apart from the TEAM name, users will find a TEAM CODE, which is specific and unique for each team. The MAX AGENTS column will indicate the maximum number of agents that can be introduced in that team and the VENDOR will show the name of the vendor assigned to the Team.

The ASGD AGENTS section shows the number of agents contained in the Team. Then, the CITY and the STATE will be available in the following columns. Finally, the CREATED ON column shows the date when the Team was created, and the STATUS will inform if the team is either Active or Inactive.

By clicking on the name of any of the Teams, the system will guide users to the specific information for the team selected, as it will be presented in the following section.

Onboarding

In this section, team managers will be able to review the onboarding steps from the different candidates. To populate data, users will have to select one or more options from the Status dropdown menu. Users can also filter by Date or Keyword.

As the image above shows, the Status column will provide information regarding the step where the user is stuck.

Invited

If a user was invited, but did not receive the invitation yet, users can access this section to review the user information. As the image below shows, this section will provide the user’s NAME, along with the ROLE, the EMAIL address, the ORGANIZATIONAL UNIT and the date when the user was INVITED. Team managers will also be able to see if any changes were made to a user in the MODIFIED ON section. If this is the case, the COMMENTS section should provide further information.