Skip to main content

​
Overview

Teams group customers into companies, departments or project groups. A team can have one paying customer who receives a single merged invoice for everyone, share credit and passes between its members, get discounts, and have team administrators who manage it from the Members Portal.

​
How to access

Go to Operations → Teams. Teams list The list shows each team’s members, its paying customer and how many active contracts the team has. The Status column shows Merged billing or Individual billing, and Pooled credits or Shared credits if the team combines or shares credit. Use the views to see teams With active contracts or With no active contracts.

​
Key concepts

​
Create a team

Select Add team and choose: For Multiple customers, enter one customer per line under List of employees: their name, then their email address.

​
Team details

The Details tab holds: Any custom fields you’ve added for teams appear below. Once the team is saved, Sign-up links appear on the Details tab: Sign-up links on a team
Share the join link with a company’s office manager so their staff can sign up themselves. With a default plan, each new member gets a contract automatically.

​
Add and remove members

The Members tab lists the team’s members, with how many there are on the tab. To add someone, choose them in Add customer to [team name], then pick how to handle their contract: Adding a customer to a team
  • Add customer to team without adding contract
  • Add customer to team with team’s default contract starting today
  • Add customer to team with team’s default contract matching paying member’s billing day (recommended)
The last two options appear when the team has a default plan. Matching the paying member’s billing day keeps everyone on the same billing cycle, which merged billing needs. To give existing members a contract on the default plan, tick them and select Assign to team’s default plan from Bulk actions. Then choose Assign plan starting today or Assign plan matching start date of paying member. To remove someone, select Remove on their row. Removing someone from a team doesn’t delete their record or cancel their contracts. You can also see a customer’s teams on their own record, under Account → Teams.

​
Other tabs

​
Door access for team members

Team members can get door access through the team paying customer, so you can manage access on the company’s contract rather than on each person:
  • Shared passes. With Share access passes on, members’ door access also takes into account the paying customer’s active passes.
  • Offices and desks. With merged billing, members also get the access groups of the desks and offices on the paying customer’s active contracts.
Each member still needs their own credentials, such as a PIN code, access card or fob, on their customer record. See Access control.

​
Export teams

To download the list of teams, open the … menu next to Bulk actions and select Export. The option shows how many teams it will export, for example Export 5 records, so filter the list first to export only some teams.

​
Delete a team

Open the team and select Delete, or tick several teams in the list and delete them from Bulk actions. Deleting a team doesn’t delete its members.

​
More on teams

Set up a company

The recommended way to set up a company with a billing record and its staff.

Billing and credit

Merged billing, discounts, credit sharing and charging members directly.

Administrators and profile

Let a company manage its own team, and set up its directory profile.