Editing a team
How to edit a team.
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How to edit a team.
Last updated
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Use this procedure to edit a :
If the side menu is not visible, click .
In the side menu, click .
In the Customers section, click .
Select the team you want to edit.
The settings for a team are split across four tabs:
Details
Team billing
Discounts
Public profile
Number
Description
1
In Operations>Customers>Teams & Groups, locate the team you want to edit.
2
Tabs containing the options you can edit.
3
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.
Cancelling a team also cancels all contracts for every member of the team.
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.
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
Learn about adding team members .
In Team Members, add new team members as described in . You can also generate an invoice for the team or cancel the entire team from here.
For information on billing a team, see .
You can ask Monika how to
You can ask Monika how to
For information on setting up a public profile, see .
