1. What is team management?
On SME Professional, an additional function can be set up where each employee can be assigned to a team and each property can be assigned to a team. This means that when an employee logs in, by default, they will only see properties associated with their team.
On the following pages, employees, by default, will only see properties associated with their team rather than seeing information relating to all current properties on the system. There is an option on each page to ‘View all properties’ if they need to do so:
Maintenance
Inspections
Safety certificates and compliance
Property balances
View properties
There is a 'Team' column available on certain system exports allowing users to filter down the data to look at information/data relating to a particular team.
Note: If an employee is not linked to any team, they will, by default, be able to see information on all live properties on the system.
2. Setting it up
To have this functionality enabled, please email [email protected] with the names of the Teams to be added to your system.
Once the onboarding team have confirmed this has been set up, employees and properties can start being assigned to the required team. Please see sections 3 and 4 for further information.
3. Assigning a property to a team
Go to Lettings properties > View properties
Locate the required property
Click on the edit pencil icon
In the Property address tab, expand the Team dropdown and select the required option
Click Update property
4. Adding an employee to a team
Go to Admin > Team management
Click on + Link employee to team
Select the employee's name
Choose the team they are to be assigned to
If this user is the fee earner, contact for bulk statements or website contact for all properties in the team, tick the required checkboxes
Select Link employee to team
Note: A bulk update to link employees and/or properties to a team can be completed, which would be chargeable.