Learn how to create and manage teams to streamline collaboration across your sales or business units.
This article covers:
About configure teams
MRI Vault's teams feature helps you group staff into collaborative units like Sales Teams or Effective Business Units (EBUs). This makes it easier to share listings and manage responsibilities across roles like Lister, Buyer Agent, and Admin.
Once a team has been created, you can then assign a user to the team through their user management settings.
Add a new team
Create a team to group staff members who work together on listings or business processes.
To add a new team:
- Go to: Settings > Configure Teams
- Click Add New Team in the bottom-right corner
- Enter a Team Name
- Click Save
Your new team will appear in the list, where you can also edit existing teams.
Assign staff to a team
Once a team is created, you can assign staff members to it from their user profile.
To assign a staff member to a team:
- Go to: Settings > User Management
- Click on the staff member’s name to open their profile
- Select the Team tab
- Tick the checkbox next to the team(s) you want to assign
- Click Save/Update to apply the changes