Prerequisite Permissions: Manage Store
Teams are used to group users for work plan management, reporting and specific data and activity access. A user can only be a team leader in a single store for users with multi-store access.
Creating a New Team
Step 1)
Click your user account button and select Store Settings.
Step 2)
Select User Management from the menu on the left.
Step 3)
Select the user who will be the team leader and turn the Leader toggle on. Click update.
Step 4)
Open each user you want to add o the team and select the new team name (Team Leader's Last Name) for the user in the Team drop down. Click the Update button.
Adding a User to an Existing Team
To add a user to an existing team open the user's profile and select the team from the drop down menu.
If you have any questions about the Roadmap to the Sale icon, please reach out to your Customer Success Team by clicking on the Support Icon found in the bottom right-hand corner of DriveCentric!