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
TEAMS help guide
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
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
AGD and Applications Tile
Marketing > Agent Dashboard > Applications Tile Application Tile Overview In the Applications Tile, we show all the pending applications linked to the Agent. You… Read More »AGD and Applications Tile
Agent Performance Bar Graph
Marketing > Agent Dashboard > Agent Performance Tile Each CRICOS RTO that has a collaboration with agents needs to monitor the agent performance in order… Read More »Agent Performance Bar Graph
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
Historical Enrolments
Student Dashboard > Enrolment and Applications Tile > Historical Enrolments Tile Overview The Historical tab on the Student Dashboard displays all past enrolments for a… Read More »Historical Enrolments