Editing a team
How to edit a team.
Use this procedure to edit a team:
If the side menu is not visible, click
.In the side menu, click Operations.
In the Customers section, click Teams & Groups.
Select the team you want to edit.
The settings for a team are split across four tabs:
Details
Team billing
Discounts
Public profile
When you edit any of the available options, go back to the Details tab and click Save changes to apply them.
Number | Description |
1 | In Operations>Customers>Teams & Groups, locate the team you want to edit. |
2 | Tabs containing the options you can edit. |
3 | Learn about adding team members here. |
Details tab
To edit the details of a team, click Details and then:
In General Details, type the name and description for the team and select a location.
In Team Members, add new team members as described in Adding a team. You can also generate an invoice for the team or cancel the entire team from here.
Cancelling a team also cancels all contracts for every member of the team.
Team billing tab
For information on billing a team, see Teams and invoicing.
You can ask Monika how to edit team billing settings
To edit the billing details for a team, click Team billing and then:
In Merged Invoicing, from the Team Paying Member drop-down list, select a team member who will be billed if you are issuing single invoices for the team.
If you want to enable the Merge all invoices for this team feature, select Yes. The selected user will be billed on behalf of the team.
Set the remaining options as described on the Team billing tab.
Discounts tab
You can ask Monika how to add discounts to a team
To add discounts for a team, click Discounts and then:
Select the types of discount that you want to allow for the team
Type the percentage of the discount that you want to offer
Public profile tab
For information on setting up a public profile, see Setting up a team profile on the website.
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