.png?Policy=eyJTdGF0ZW1lbnQiOlt7IlJlc291cmNlIjoiaHR0cHM6Ly9kemY4dnF2MjRlcWhnLmNsb3VkZnJvbnQubmV0L3VzZXJmaWxlcy8xMTEyOC8xNDIwNS9ja2ZpbmRlci9pbWFnZXMvcXUvMjAyNS9pbWFnZSgxMzIpLnBuZyIsIkNvbmRpdGlvbiI6eyJEYXRlTGVzc1RoYW4iOnsiQVdTOkVwb2NoVGltZSI6MTc2NTgzMzYyN319fV19&Signature=Wuz14Acdbrf3YyGuoR-M4me8Qp~6m-20wXJkvB0ormLMEMKkzr3MaNzwJsszQzCXi8moqd278s6R7u13m3NwMX5q9K5O6M3APV0rOaQ-~4IM2wUzqnWxpJWBEO-WJGKOsAlx7So75z4huXEMy0NCXP8sTGU1TBAKYYh85IuodySjhuhriX9r5Fqkgb1EXyKa4m0TbpEhcpr4olbjaxxMtd1aWrqXOo2sGDi1B15o6iuAO5zP9GCvFb-51qCDqW5EqPmP54y9-IeI4yY2RkQkJQk~TFLR~s2vt7fWQH3Nf7OqhzAVh8UiD6YpkPDqhQr2mF8uO5nIXJvzCyalPfjl~Q__&Key-Pair-Id=K2TK3EG287XSFC)
This article covers Teams-related processes within Agentbox.
The processes explained include:
Select from the above list to go directly to the process.
Setting up a team in Agentbox will allow you to group staff to access data and perform tasks on behalf of others within their allocated team.
An example of a Team may be 'Team Brown' consisting of:
Creating a Team provides staff within that Team additional contact and property sharing permissions such as:
1. Click on My Office from the main menu.
2. Type the staff member's name on the Left Panel and the staff member will appear on the staff results panel.
3. Click on the staff member's name to open their staff card.
4. In the Team(s) drop-down select Add New Team.
5. Enter the Team Name into the Add Team pop-up box and click Save.
*Note: Permissions may apply
1. Click My Office from the main menu.
2. Type the staff member's name on the Left Panel and the staff member will appear on the staff results panel.
3. Click the staff member's name to open their staff card.
4. From the Team(s) drop-down select the Team Name and click Add.
5. Click save changes.
.png?Policy=eyJTdGF0ZW1lbnQiOlt7IlJlc291cmNlIjoiaHR0cHM6Ly9kemY4dnF2MjRlcWhnLmNsb3VkZnJvbnQubmV0L3VzZXJmaWxlcy8xMTEyOC8xNDIwNS9ja2ZpbmRlci9pbWFnZXMvcXUvMjAyNS9pbWFnZSgxMzQpLnBuZyIsIkNvbmRpdGlvbiI6eyJEYXRlTGVzc1RoYW4iOnsiQVdTOkVwb2NoVGltZSI6MTc2NTgzMzYyN319fV19&Signature=ccvwhBRN319hAi5ecKc2qUNM3eCWIbI-8Pm10pBWGT2D2TlCaMq8kBzql6atWAgr88ET2R6KTH6N~89o0yXYb3DmTNL1Y47g7ru9tt7P6ohFsdNfO1ObpsrIlLwuGkWPkrCh2zoYlJDPRZWUin8JPoSs-rBdldkB-uBXTk1JYST1JlT00GoaS1-ig9VBvSBVxONJKVv9-6L0UZuwo~RsGOEeohc98i4b4WfqCQq9UUJK5p9SwdTRQ8myjHGPKMxaVaB-JrqmSKEnbMx0c3QD98RiWk1cbXzbx0t-AhmWMWdlefSiQElogEMw1Bo37s4u9~9ccmqXgx87LB8kN~KdDw__&Key-Pair-Id=K2TK3EG287XSFC)
1. Click on My Office from the main menu.
.png?Policy=eyJTdGF0ZW1lbnQiOlt7IlJlc291cmNlIjoiaHR0cHM6Ly9kemY4dnF2MjRlcWhnLmNsb3VkZnJvbnQubmV0L3VzZXJmaWxlcy8xMTEyOC8xNDIwNS9ja2ZpbmRlci9pbWFnZXMvcXUvMjAyNS9pbWFnZSgxMzUpLnBuZyIsIkNvbmRpdGlvbiI6eyJEYXRlTGVzc1RoYW4iOnsiQVdTOkVwb2NoVGltZSI6MTc2NTgzMzYyN319fV19&Signature=FFfBZmEkJwojHgRKs6KxNjwPD8q~jk4airkKUHjSg3BMh0ehrm2VuLxQxbM1pX6U-tZXPZ1tOA76vdILOc4sjTfdDVzm5GbmhwT9n~WiBy~joABpU5pguQ9P6yJjSf7ERGUrQG1ZmE90q3QE7HCV0kfIApyYm~gyfLLBCmAZlctbTTE39BEQ8vFmbtGYxypl-aDcGL2dvkNVOK0zw-8SVGgRKImSNiEFk94PL4ntVHFnxg5LvxKddtsFYnA-sDoGM60--jakZKqm7FIMPrG9ISBbXLjAygu1BGG7NiFk6Hh5BpLxCF35jeAD3DklE3AKyvkxf5KNduy04WcY6i6pNQ__&Key-Pair-Id=K2TK3EG287XSFC)
2. Type the staff member's name on the Left Panel and the staff member will appear on the staff results panel.
3. Click on the staff member's name to open their staff card.
4. In the Team(s) drop-down select Add New Team.
5. Enter the Team Name into the box and click Save.
*Note: Permissions may apply
1. Click My Office from the main menu.
.png?Policy=eyJTdGF0ZW1lbnQiOlt7IlJlc291cmNlIjoiaHR0cHM6Ly9kemY4dnF2MjRlcWhnLmNsb3VkZnJvbnQubmV0L3VzZXJmaWxlcy8xMTEyOC8xNDIwNS9ja2ZpbmRlci9pbWFnZXMvcXUvMjAyNS9pbWFnZSgxMjYpLnBuZyIsIkNvbmRpdGlvbiI6eyJEYXRlTGVzc1RoYW4iOnsiQVdTOkVwb2NoVGltZSI6MTc2NTgzMzYyN319fV19&Signature=cWb18TWC8fYUAVBgn323TzgRyI2NptoT4InI91wY28II2yZXmMeI3iCZsOQaLe-RAj625uw4fAIIPqp3cvZU00deIS1oPIWgzEdAb6UjP6FgC03ZJhNHsJ8S0zKG81cLg7HXlTXKFkDMso7jVaJbcKm8EQX4InxNgYICTGSlChFe2zWCCjZTi5oxPtVnfboICVB5ZcfqAm68Y5vW3t5uZp~ZiisHUP~vnKcFjZCDBBWSE6XHxAUhSZ8w2NSsVvGAp5rXkyfwf1RRCpoBNWScaE6CU12kXEHpXIWhcIOuZGyrhBuCMdQ5T1bgZ9gPEPL8UMnBRrCvsuo7v0QhGKFfNQ__&Key-Pair-Id=K2TK3EG287XSFC)
2. Type the staff member's name on the Left Panel and the staff member will appear on the staff results panel.
.png?Policy=eyJTdGF0ZW1lbnQiOlt7IlJlc291cmNlIjoiaHR0cHM6Ly9kemY4dnF2MjRlcWhnLmNsb3VkZnJvbnQubmV0L3VzZXJmaWxlcy8xMTEyOC8xNDIwNS9ja2ZpbmRlci9pbWFnZXMvcXUvMjAyNS9pbWFnZSgxMjcpLnBuZyIsIkNvbmRpdGlvbiI6eyJEYXRlTGVzc1RoYW4iOnsiQVdTOkVwb2NoVGltZSI6MTc2NTgzMzYyN319fV19&Signature=e2ZBhcOQQddOy-fBlfwHEiK9aO-wnq3ByDtkGPqijkUyxex4bsDmA~BsiI86CYFFR5SCgrs9CURNa~5TtVq8Y0NlluQbg3DzuCZTUpMLqyZK0SUGSVMjjgjZ0yfnQMa10eLa3ffbY~kNbx0xQ9FwPvLfiD8Al0MzieHEnMqXqsAc-bmRT5dWmpRi8Z7oJ7~HDg10JTiMoEzASmhoTMO0svBre6C0va2GjoKieeHL6GAA3nTGwj24xhX90icK8HKEh3oqPUQQnykyUIji3AbysBKnUNIVGeLX0rGnBi1SkwKPk6-E76fH6fQ044o4ULTybd0B28Dt5z~nSABjybvyVg__&Key-Pair-Id=K2TK3EG287XSFC)
3. Click the staff member's name to open their staff card.
.png?Policy=eyJTdGF0ZW1lbnQiOlt7IlJlc291cmNlIjoiaHR0cHM6Ly9kemY4dnF2MjRlcWhnLmNsb3VkZnJvbnQubmV0L3VzZXJmaWxlcy8xMTEyOC8xNDIwNS9ja2ZpbmRlci9pbWFnZXMvcXUvMjAyNS9pbWFnZSgxMzYpLnBuZyIsIkNvbmRpdGlvbiI6eyJEYXRlTGVzc1RoYW4iOnsiQVdTOkVwb2NoVGltZSI6MTc2NTgzMzYyN319fV19&Signature=OevTGGdinghs6RkAQv9w8LiqRXChLOQdtZZwE-u4rth2zRhIOVJU2QzBrDeVfFqHXzkQL2VRUB3ZbRA5BT7wnfMeiGQkjEdTLXfqC2kpfnpqDTwoHSWodFS1sl3YsMV9ounHL-zMg6ui8ads7zt44A~AlYAmRdGZKgRk1o90DVwX7h7A4qV5IjPonWz6GRUrwmTkO9-md~Zn724JMsA0x-L9OdW0rpfWF62hsuTNTF6nkHVHYCvQSETb9z7NNas3de8wd3ThsbpqGdDMhMMTeRRbP7C1id3kOL7ekMn-bQCK~Y3~agi4Ey3nn5Tyy08Xp3YXFJDCiLYVng1VcW0fDA__&Key-Pair-Id=K2TK3EG287XSFC)
4. From the Team(s) drop-down select the Team Name and click Add.
.png?Policy=eyJTdGF0ZW1lbnQiOlt7IlJlc291cmNlIjoiaHR0cHM6Ly9kemY4dnF2MjRlcWhnLmNsb3VkZnJvbnQubmV0L3VzZXJmaWxlcy8xMTEyOC8xNDIwNS9ja2ZpbmRlci9pbWFnZXMvcXUvMjAyNS9pbWFnZSgxMzcpLnBuZyIsIkNvbmRpdGlvbiI6eyJEYXRlTGVzc1RoYW4iOnsiQVdTOkVwb2NoVGltZSI6MTc2NTgzMzYyN319fV19&Signature=ebSv2uqGvH6nvbg~mq-DSEurLMsrSkAvjJ2lFzte8-gLF80wfIy1J7QQBkitFC9kvQrfqR0o2VNitS6IhNAIy6L1Ku4J5AS7zMQiUsflA2a3tPGbao~MOm3NGT7EFGFusBxS4FNvg7mcuHFkt5wSbekbGXq-ROv~s422rBAiPm3Xnv5-j9KSXGjhm9dF-N3DiBsErjweuqAACwXEeX9aJNq747C9FEtyGZqvDO76TPe3s7dDkFAe6WtOkcmfNGKOlpErA0noys2Yh6Lf0iwvc6rivHcqUwRdjXOuRkGt68dql7zPI22yKmrgYoa~FMAloVxfZ2dmcbDPvVzPBEa2-A__&Key-Pair-Id=K2TK3EG287XSFC)
5. Click save changes to finish.
.png?Policy=eyJTdGF0ZW1lbnQiOlt7IlJlc291cmNlIjoiaHR0cHM6Ly9kemY4dnF2MjRlcWhnLmNsb3VkZnJvbnQubmV0L3VzZXJmaWxlcy8xMTEyOC8xNDIwNS9ja2ZpbmRlci9pbWFnZXMvcXUvMjAyNS9pbWFnZSgxMzkpLnBuZyIsIkNvbmRpdGlvbiI6eyJEYXRlTGVzc1RoYW4iOnsiQVdTOkVwb2NoVGltZSI6MTc2NTgzMzYyN319fV19&Signature=KmZ6SUNhtskpod6lmYciKeNhldGl~zz7v6QwDXvZa0vLrLyioALxKUURpwg70KoR1vJvwKcgbVlQ97oolf7NcLe7-tLEq5RZAb6kTxiCiahi2usg47TK1zQBGeDiqsiMABQF6qbQB13C2Q-Oepv2-ZSZVZW0bHwI3BJ4I5c3sEkwEkq14JDkaIJww4WiB~z6MH-zm9EOcYwimZ~zgDvZWrxuDmEcRYfPC2fewp~qpnBgH~030rFdUMfto3Vb7DLQSVzn8~vRZmpF1WF1t4ZJ8RJAWRd3OcUGoW~kUv5511qxRNuDn-euHibV2VFvM~J-ArmU1aMjXFlQ6W7d1RD9ew__&Key-Pair-Id=K2TK3EG287XSFC)