Marketing Dashboard
Marketing > Marketing Dashboard The Marketing Dashboard consists of various tiles providing insights into new enquiries generated from student webforms, agents, or employers. It also… Read More »Marketing Dashboard
RTO agent management
How to enter information for a FEE HELP
Enrolment Dashboard > Enrolment Profile Tile > FEE HELP Setting Application Dashboard > Application Profile Tile > FEE HELP Setting Student Dashboard > Student Profile Tile… Read More »How to enter information for a FEE HELP
Trainer Entry Screen
Admin > Trainer > Trainer Entry The Trainer Entry Screen is used to add and manage trainers within TEAMS. Trainers play a vital role in… Read More »Trainer Entry Screen
Trainers
Admin > Trainer Overview This is the Trainer Welcome screen which will show you the list of Trainers in the grid that are Active in… Read More »Trainers
Agent Transactions
Finance > Agent Transactions Marketing > Agent Dashboard > Financials Tile > More The Agent Transaction screen allows you to manage and track all financial… Read More »Agent Transactions
How to Upload Custom Report Template in TEAMS
Admin > Report Template You can upload a Word-based custom report template into TEAMS so that your branded documents print exactly as you need them. This… Read More »How to Upload Custom Report Template in TEAMS
How to Customise Report Template in TEAMS
Admin > Report Template Overview We have five Word reports that you can customise in TEAMS: How to download the Master Template of any Report… Read More »How to Customise Report Template in TEAMS
Alert System Configuration
Admin > Alert System Configuration This screen allows you to set the time range for sending emails and SMS notifications through TEAMS. You can also… Read More »Alert System Configuration
AGD and Enrolments Tile
Marketing > Agent Dashboard > Enrolments Tile The Enrolment tile shows the total number of enrolments linked to the agent. The tile features a calendar… Read More »AGD and Enrolments Tile
Agent Profile Tile
Marketing > Agent Dashboard > Agent Profile Tile This tile provides an overview of an agent’s basic information and offers various account management features. Users… Read More »Agent Profile Tile