Skip to main content

Access Teams and Users

Overview The Company Dashboard allows for multiple individual accounts to be housed under a single Company Account. As a company admin, yo...

F
Written by Foster Siebken

Overview

The Company Dashboard allows for multiple individual accounts to be housed under a single Company Account. As a company admin, you'll have access to different company settings, overrides, and users.

Among these settings, you'll have access to view all team accounts as well as all users.

How to Use

From the team pipeline, choose the team name in the upper right-hand corner and select the option to navigate to the Company Dashboard:

Screen_Shot_2020-11-23_at_1.50.05_PM.png

Select the Teams or Users tab to review all teams or users under the company:

In the Teams tab, you may access any LO's account by clicking the people icon:

In the Users tab, you may access any account (LO or Support User) by clicking the people icon:

Did this answer your question?