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
RTO agent management
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
Favourite/Most used Tile
Main Dashboard > Favourite/Most used Tile Overview The Favourite/Most Used Tile personalises the user experience by automatically highlighting frequently accessed menus, making it quicker and… Read More »Favourite/Most used Tile
Add/Edit Agent
Agent Dashboard > Agent Profile Tile > Edit Agent Details Icon Marketing Menu > Agent Listing screen > +Agent Button These screens will allow you… Read More »Add/Edit Agent
Agent Search
Marketing > Agent Dashboard > Search Agent This screen will allow you to search for an agent. You can simply type the agent name, Agent… Read More »Agent Search
How to Finish Enrolments in Bulk using Finishers Listing Screen
In TEAMS, you must finish enrolments when the students have completed their studies. You do not have to manually open each enrolment and finish it,… Read More »How to Finish Enrolments in Bulk using Finishers Listing Screen
SMS Count
Main Dashboard > Alerts – General Tile > SMS Count SMS count alert will show you the number of SMSs that have been used by a client. The… Read More »SMS Count
Agent contracts expired
Main Dashboard > Alerts – CRICOS Tile > Agent contracts expired Overview The expired agent contracts screen will show the count of those agent contracts… Read More »Agent contracts expired
Agent Contracts Expiring (next 30 days)
Main Dashboard > Alerts – CRICOS Tile > Agent contracts expiring (next 30 days Overview: The Agent Contracts Expiring (next 30 days Tile and the… Read More »Agent Contracts Expiring (next 30 days)