Teams

Team Administration allows users to manage their own teams and members.  When an Advisor first creates their team they are automatically made a Team Manager which grants them access to add/remove members, adjust Team Settings, manage Team Licensing, etc.  This access can be delegated to others by adding additional Team Managers. Teams can be made up of Advisors  and Other Staff.  A User can only be an Advisor on a single team but can participate as Other Staff on multiple teams.

A Team Member can be granted permission to access the plans of other Advisors on their team.  They can be granted access to all other Team Members' plans or only to the plans of specific Advisors with either Read or Read/Write access.

Individual Plan Access can still be granted via the Plan Access function on the individual plan.

Team Licensing allows organizations that pay for the licenses of their Advisors to manage those licenses in a single place.  A Team Manager can add additional or remove unused licenses via the Manage Team Subscription button.  Once licenses have been added to the team, the team manager can assign them by Adopting the license of any members on the team.

Team Plans provides a list of all of the plans owned by all of the Advisors on the team.  While viewing that list, the Transfer Plans function allows a Team Manager to change ownership of one or more plans to any selected Advisor on the team.