How do I manage Teams?

How to Use Teams

Teams help you organize users into working groups so responsibilities, access, alerts, tasks, reviews, and compliance work can be managed more clearly.

What Is a Team?

A team is a group of users who work together on the same records, clients, entities, relationships, reviews, or operational tasks. Teams make it easier to assign work, share visibility, and track ownership.

Common Reasons to Use Teams

• Group users by department, role, region, or client portfolio.
• Assign alerts, reminders, or tasks to the right people.
• Control which users can see or manage certain records.
• Track compliance, workload, and activity by team.
• Support handoffs when users are away or responsibilities change.

Creating a Team

1. Go to the Teams area from the main navigation or settings menu.
2. Select New Team or Add Team.
3. Enter a clear team name.
4. Add a description if helpful.
5. Select the users who should belong to the team.
6. Save the team.

Adding Users to a Team

1. Open the team you want to update.
2. Choose Edit or Manage Members.
3. Search for users and add them to the team.
4. Remove users who no longer belong to the team.
5. Save your changes.

Assigning Work to a Team

When creating or editing alerts, reminders, tasks, reviews, or records, you may be able to assign the item to a team. This allows all relevant team members to see or act on the work depending on their permissions.

Team Ownership

Teams can be used to show which group is responsible for a record or workflow. This is useful when multiple departments are involved, such as Compliance, Operations, Client Services, or Risk.

Team Permissions

A user’s access may depend on their role, permissions, and team membership. Being part of a team does not always guarantee full access. If a user cannot see or edit something, check both their team membership and their assigned role.

Best Practices

• Use clear names such as “Compliance Team” or “Client Services – Americas”.
• Keep team membership up to date.
• Avoid creating duplicate teams with similar names.
• Review team access regularly.
• Assign work to teams only when multiple users need visibility.

Examples

• Compliance Team: Reviews missing documents and compliance tasks.
• Risk Team: Handles risk reviews and escalations.
• Operations Team: Manages day-to-day record updates.
• Client Team: Works on a specific client, fund, or portfolio.

Troubleshooting

• If a user cannot see a record, check their role and team membership.
• If work is assigned to the wrong team, edit the item and update the assignment.
• If a team no longer appears, confirm it has not been archived or disabled.
• If alerts or tasks are missing, check filters such as date, status, or assignment.

Summary

Teams are used to organize people, assign responsibility, manage visibility, and make daily work easier to track. Keeping teams clean and accurate helps users find the right work faster and keeps compliance and operational processes running smoothly.