TEAMs Feature
4 articles
Written by Alan Mohan and Juan Ramirez
TEAMs Set-Up
This article will guide you in setting up TEAMs for your portal and how to assign a USER to a TEAM.Written by Alan Mohan. Updated over a week ago
Manage TEAMs User Permissions
This article will walk you through managing user permissions for an individual that may be part of one or more TEAMs.Written by Alan Mohan. Updated over a week ago
What is Teams at InvestNext and when does it work best?
Written by Juan Ramirez. Updated over a week ago
How to make a Teams USER a Teams ADMIN
This article explains how a user can become a teams admin and the functionality an admin would possess.Written by Alan Mohan. Updated over a week ago