Agent Portal
Admin > Site Settings > Agent Portal Settings The Agent Portal Settings screen allows you to set permissions for the tile you want to show… Read More »Agent Portal
Australian RTO software
Enrolment Dashboard – Edit Holidays
Enrolment Dashbaord > Enrolment Profile tile > Edit Holidays Icon On the enrolment dashboard, under the enrolment profile tile, you can directly apply for a… Read More »Enrolment Dashboard – Edit Holidays
Agent Financials Listing
On the Agent Dashboard screen, click the “Show Financials” icon to open the Agent Financials Listing. When the user clicks the icon, the Agent Financials… Read More »Agent Financials Listing
Agent Pending payment – Business Rules
Before using the pending payment welcome screen or processing any pending payments, there are several important business rules that you should follow to ensure… Read More »Agent Pending payment – Business Rules
Agent Pending Payment Step 2
Marketing Menu > Agent Dashboard > Agent Pending Payment Step 1 > Agent Pending Payment Step 2 On the Agent Pending Payment Step 2 screen, the grid will display all… Read More »Agent Pending Payment Step 2
Agent Pending Payment
Marketing Menu > Agent Dashboard > Agent Pending Payment Pending payments for an agent refer to commissions or fees accrued by the institution but not yet disbursed to… Read More »Agent Pending Payment
Instalment Plan Entry Screen
Finance > Instalment Plans > Instalment Plan entry screen The Instalment Plan Entry screen allows you to create new instalment plans for programs. The Instalment Plan… Read More »Instalment Plan Entry Screen
Webform Entry
Admin > Webforms > Webform Entry Screen The Web Form Entry Screen in TEAMS allows you to create and configure custom online forms for students,… Read More »Webform Entry
Webforms
Main Dashboard > Admin > Webforms The Webforms feature in TEAMS allows you to create customised online forms to collect enquiries, applications, and information from students or agents.These forms… Read More »Webforms
Class listing screen
Result and Progress Tile >Training Plan and Results icon > Class listing screen To manage class allocation for student enrolments, navigate to the Training Plan… Read More »Class listing screen