Click on the TEAMS tab and then on the ‘Add Team’ button located at the bottom right of the screen.
On the Teams details form, there are some sections to complete.
General – Details
Fill in the Name – this should be the same as the company. Select the Team Members by typing their first name in the text box – this will display a list of names as you type.
If the company has a trading name, then put the legal name first and the trading name in parenthesis. For example, ‘RCS Technologies (Remitter)’
Select the members for this team, usually the primary contact which may have been created first. As further members of the team are added, the team can be selected within the member record.
Team Billing – Details
Set Create Single Invoice for Team to On and the Paying Member to the Primary Contact listed in the Collaborator Agreement.
Team Billing – Credit Sharing
Set Transfer Credits to Paying Member, Share Resource Credits and Share Booking Credit all to On.
Profile – Details
Add the Collaborators Website link to the Profile Website and the information about them into the Profile Summary.
Set Publish Profile to On.
Click on the Save button to complete this process.
