Group Accounts by Team
Assigning teams to your accounts will provide an added level of security to your customers. Only users that are part of the team assigned to an account will be able to access that account's information on their mobile device and complete work for that account.
Assign Accounts to a Team
To assign individual accounts to a team:
- In the Teams page, select the team you want to add accounts to by clicking the team.
- Click the
- Click to
- Select teams that should have access to the account.