Overview

Team accounts are shared workspaces where multiple users collaborate on projects, share addresses, track sales, and work together toward common goals.

What is a Team Account?

A team account provides:

• Shared workspace - All team members access the same data
• Collaborative projects - Work together on territories and campaigns
• Unified sales tracking - See team-wide sales and performance
• Role-based access - Different permissions for different roles
• Team administration - Manage members, settings, and configurations

Team vs Personal Account

Accessing Your Team

Switching to Team Account

1. Click the account switcher in the sidebar
2. Select your team from the dropdown
3. The interface updates to show team features

Team Navigation

When in a team account, the sidebar shows:

Application:

• Dashboard
• Projects
• Inventory
• Addresses
• States
• Custom Fields
• Sale Models
• Sales
• Commission
• Calendar
• Bonus Targets

Settings:

• Settings
• Members
• Audit (owners only)
• Billing (if enabled)

Team Roles

Available Roles

Role Permissions

Permissions vary by role:

Creating a Team

From Account Switcher

1. Open the account switcher
2. Click Create Team
3. Enter team name
4. Upload team logo (optional)
5. Click Create

During Onboarding

New users can create a team during first-time setup.

Joining a Team

Via Invitation

1. Team owner or manager sends you an invitation email
2. Click the link in the invitation email
3. Sign in or create an account if you don't have one
4. Accept the invitation on the confirmation page
5. You're now a team member

Note: The invitation link contains a unique token and is tied to the email address it was sent to. You must sign in with the same email that received the invitation.

Team Features Overview

Dashboards

Create custom analytics dashboards:

• Multiple dashboards per team
• Various widget types (charts, numbers, tables)
• Private and shared dashboards with permissions
• Real-time data updates

See Dashboards for details.

Projects

Organize work into projects:

• Group addresses by territory
• Track sales per project
• Define project zones
• Upload project files

See Projects Overview for details.

Inventory

Manage products for sale:

• Product catalog with pricing
• Per-product commission rates
• Product-to-project assignments

See Inventory for details.

Leads

Team-wide address management:

• Shared address list
• Team-defined interaction states
• Custom fields for additional data

See Addresses for details.

Sales

Track team sales:

• Sales records with status tracking
• Order management
• Sales reporting by project and team member

See Sales for details.

Commission

Earnings and payouts:

• Commission calculations based on sales
• Payslip generation and PDF export
• Earnings history

See Commission for details.

Calendar

The team calendar displays scheduled follow-ups:

• View follow-ups across all team members
• Week view with time slots
• Click events to navigate to the address

See Calendar for details.

Bonus Targets

Team-wide goals and achievements:

• Define targets for zones or team-wide
• Track progress toward goals
• Link targets to products

See Bonus Targets for details.

Team Collaboration

Shared Data

When working in a team:

• Everyone sees the same addresses (based on zone assignments)
• Interactions are shared
• Sales credit goes to the person who recorded them
• Activity is tracked in audit logs (owners only)

Real-Time Updates

Changes sync across the team:

• New addresses appear for assigned members
• State changes are reflected immediately
• Sales update team dashboards

Leaving a Team

To leave a team:

1. Go to Team Settings
2. Click Leave Team
3. Confirm your decision
4. You're removed from the team

Note: Team owners must transfer ownership before leaving.

Best Practices

For Team Members

1. Update regularly - Keep your work current
2. Use notes - Document important information on interactions
3. Check dashboards - Monitor team progress
4. Complete follow-ups - Address scheduled tasks on time

For Team Owners/Managers

1. Set up states - Define clear interaction states
2. Configure fields - Add relevant custom fields
3. Manage access - Assign appropriate roles
4. Monitor activity - Review audit logs regularly (owners)

Related Topics

• Dashboards - Analytics dashboards
• Projects Overview - Project management
• Member Management - Managing team members
• Team Settings - Team configuration