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
Student Management System
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
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
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
New Applicant
Marketing > New Application > New Applicant This screen allows you to add a new applicant to your RTO along with their basic details. It… Read More »New Applicant
Send an Email
TEAMS gives you the option to send out email/s to students, employers, and agents. You will see this option on all the listing screens and in… Read More »Send an Email