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:

  1. In the Teams page, select the team you want to add accounts to by clicking the team.
  2. Click the Accounts tab.
  3. Click to Edit the account.
  4. Select teams that should have access to the account.

Add Teams to an Account

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