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Managing Teams v2.0

Teams in Axvero help you organize users by department, function, client, or project, making collaboration and access control efficient and secure. This guide explains how to create, manage, and optimize teams for your organization.

What is a Team?​

A team is a group of users who collaborate on applications, cases, or projects. Teams can be structured by department (e.g., Underwriting, Compliance), by client, or by project, depending on your organization’s needs.

Creating a Team v2.0​

  1. Go to Settings → Teams
  2. Click "Create Team"
  3. Enter a team name and (optionally) a description
  4. Assign a team lead or manager
  5. Select the department or function (optional)
  6. Click "Save"

Adding and Removing Team Members​

  • To add members: Open the team, click "Add Members", select users from the list, and assign their team role (e.g., Member, Lead, Reviewer).
  • To remove members: Open the team, find the user, click "Remove", and confirm.

Assigning Team Leads or Managers​

  • Each team can have one or more leads/managers responsible for team coordination, approvals, and communication.
  • Assign or change leads in the team settings.

Setting Team Roles and Permissions​

  • Team roles (e.g., Lead, Member, Reviewer) determine what actions users can perform within the team.
  • Permissions are based on both the user’s global role and their team role.
  • For detailed role and permission information, see Roles & Permissions.

Organizing Teams: Best Practices​

  • By Department: Create teams for each department (e.g., Underwriting, Customer Service).
  • By Project/Client: Create teams for major clients or projects to streamline collaboration.
  • By Function: Use teams for specialized functions (e.g., Compliance, Document Review).
  • Regularly review team membership and roles to ensure proper access and efficiency.

Team Collaboration Features​

  • Teams can be assigned to applications, applicants, or cases for streamlined workflow.
  • Team members receive notifications for team-related updates and tasks.
  • Team leads can monitor progress, assign tasks, and approve actions within the team.

Troubleshooting Team Management​

  • Cannot add user to team: Ensure the user is active and not already in the team.
  • Team lead cannot be removed: Assign a new lead before removing the current one.
  • Permission issues: Check both the user’s global and team roles for conflicts.
  • Team not visible: Confirm you have the necessary permissions to view/manage teams.

Effective team management improves collaboration, security, and workflow efficiency across your organization.