User
Admin > User The User Screen allows you to efficiently view, manage, and create user accounts in TEAMS. You can search for existing users, include inactive… Read More »User
Admin > User The User Screen allows you to efficiently view, manage, and create user accounts in TEAMS. You can search for existing users, include inactive… Read More »User
Welcome to the latest update for TEAMS We’re happy to announce that we have released the new update on your TEAMS site. Some key changes… Read More »What’s New – 18th April 2024
Finance > Fee > +Add button The Fee Entry screen makes it easy to add new fees or modify existing ones. To create a new… Read More »Fee Entry Screen
Finance > Fee This screen is known as the Fee Welcome screen, and it displays a list of all active fees currently stored in your… Read More »Fee
The Student Notes Icon provides access to a convenient pop-up window where you can easily manage notes for a student. Clicking the Edit icon for… Read More »Student Dashboard – Notes Icon
To upload or change an applicant profile picture, you need to bring your cursor over the thumbnail of the picture, and the system will show To… Read More »How to Upload/Change an applicant/student’s profile picture
Marketing > Commission Templates > Commission Template Entry screen Overview A commission template specifies the percentage amount that will be paid to the Agent for… Read More »Commission Template Entry Screen
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
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
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