Team Collaboration
Coordinate with your team using roles, permissions, task assignments, and shared workflows.
12 articles
- Bulk Reassign Tasks to Another UserAdministrators can bulk reassign tasks to another user
- Users and AdministratorsHow to add more logins to your Hub and the permissions they can have
- Leverage Shared Roles To Manage WorkloadsAssigning a Task that can be completed by more than one team member to a shared Role can help you ensure that it gets done faster
- Passing the BatonHow to quickly assign tasks and reminders to your team
- Automate Task Routing by Assigning Workflow Tasks to RolesUser Roles can be configured to help Tasks find their way intelligently to the right team member
- Sync and Unsync CRM RolesGuide on how to sync and unsync CRM roles with your CRM integration.
- Remove and Re-Assign Service Team(s)Quick guide on how to remove and re-assign service teams.
- Replace Users in Your HubAdministrators can replace departing users from the Settings page
- Configure Editors to Specific Workflows in HublyWorkflows can be configured to control which users can make changes to them
- Control Permissions for Users in Your HubPermissions allow firms to restrict who can make major changes.
- Use The CRM’s Assigned Advisor Field To Get Started With Service Teams In No TimeService Teams can be set up automatically via two-way sync leveraging every client’s assigned advisor from the CRM