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
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User
Admin > User The User Screen allows you to view, manage, and create user accounts in TEAMS from one central location. From this screen, you can… Read More »User
What’s New – 18th April 2024
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
Fee Entry Screen
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
Fee
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
Student Dashboard – Notes Icon
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
How to Upload/Change an applicant/student’s profile picture
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
Commission Template Entry Screen
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
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