Editing a team

How to edit a team.

Use this procedure to edit a team:

  1. If the side menu is not visible, click .

  2. In the side menu, click Operations.

  3. In the Customers section, click Teams & Groups.

  4. Select the team you want to edit.

The settings for a team are split across four tabs:

  • Details

  • Team billing

  • Discounts

  • Public profile 

  When you edit any of the available options, go back to the Details tab and click Save changes to apply them.

editing_a_team.png
Editing a team
 
 

Number

Description

1

In Operations>Customers>Teams & Groups, locate the team you want to edit.

2

Tabs containing the options you can edit.

3

Learn about adding team members here.

Details Tab

To edit the details of a team, click Details and then:

  • In General Details, type the name and description for the team and select a location.

  • In Team Members, add new team members as described in Adding a team. You can also generate an invoice for the team or cancel the entire team from here. 

  Cancelling a team also cancels all contracts for every member of the team. 

Team billing tab

For information on billing a team, see Teams and invoicing.

   You can ask Monika how to edit team billing settings​.

To edit the billing details for a team, click Team billing and then:

  • In Merged Invoicing, from the Team Paying Member drop-down list, select a team member who will be billed if you are issuing single invoices for the team.

  • If you want to enable the Merge all invoices for this team feature, select Yes. The selected user will be billed on behalf of the team.

  • Set the remaining options as described on the Team billing tab.  

Discounts tab 

  You can ask Monika how to add discounts to a team

To add discounts for a team, click Discounts and then:

  • Select the types of discount that you want to allow for the team

  • Type the percentage of the discount that you want to offer 

Public profile tab

For information on setting up a public profile, see Setting up a team profile on the website.

 

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