Agent
Marketing > Agent Overview This is the Agent Welcome screen, which will show you the list of Agents in the grid that are Active in… Read More »Agent
RTO agent management
Account Manager
Admin > Account Manager Overview The Account Manager Welcome Screen in TEAMS provides a central view of all account managers across your RTO. From here,… Read More »Account Manager
Enrolment Details Tile
Enrolment Dashboard > Enrolment Details Tile This tile is further divided into four sections. Each tab has its own role in this tile, which has… Read More »Enrolment Details Tile
New Application and Choose Programs
Marketing > New Application > Choose Programs This screen allows you to choose the program for the application and you can create multiple applications. When… Read More »New Application and Choose Programs
Finance
Main Dashboard > Finance The Finance main menu displays a set of icons that allow you to navigate to various sections related to financial transactions… Read More »Finance
Edit Address – Applicant/Application/Student
Student Dashboard > Student Details Tile > Edit Address Applicant Dashboard > Applicant Details Tile > Edit Address Application Dashboard > Application Details > Edit… Read More »Edit Address – Applicant/Application/Student
Applicant/Application/Student Dashboard – Edit Overseas Information
Applicant Dashboard > Applicant Details Tile > Overseas Information Icon Student Dashboard > Student Details Tile > Overseas Information Icon Application Dashboard > Application Details tile > Overseas… Read More »Applicant/Application/Student Dashboard – Edit Overseas Information
Agent Dashboard
Marketing > Agent Dashboard The Agent Dashboard screen will give you a history of the Agent with your college. It is comprised of several different… Read More »Agent Dashboard
Applicant/Application/Student Dashboard – Account Manager
Applicant Dashboard > Applicant Details Tile > Account Manager Icon Student Dashboard > Student Details Tile > Account Manager Icon The name of the current… Read More »Applicant/Application/Student Dashboard – Account Manager
Main Dashboard
The Main Dashboard features a menu bar at the top and tiles organised below. On the top right, a search bar allows you to look… Read More »Main Dashboard