• Work with Users
  • Add Users to Teams
  • Change User's Manager
  • Email a User
  • Manage User Options
  • Map a User
  • Reassign User Records

Add Users to Teams

1. On the top navigation bar click on the Vertafore logo and select the Settings tile.
2. On the top navigation bar click on Settings and then choose Security.
3. Click on Users. A list of all enabled users appears.
4. Click on user whose records you want to add to a team. The user record appears.
5. On the command bar click Join Teams. The look-up records page appears.
6. Find the team you want to include the user to.
7. Click the Team Name and the choose Select.
8. To add the user to multiple teams, repeat steps 6 and 7.
9. Click Add.