How To Use The Teams Section

StratiFi Team's feature allows you to view, create and modify teams

1. To get to the Teams section, click on Settings and then Teams.

How to get to teams section 01


2. If you already have team information feeding into StratiFi, it will show up here. If you would like to create a team, click on the Create Team button.

Create team 02


3. When the create a team pop-up appears, enter a name for the team and pick the team members for the team. If you have rep codes feeding in, you can enter the rep codes that you would like to include in the new team. 






4. Once you have selected the team members, you have the option of making one or more persons a primary for the team by enabling the check box associated with their name(s). Once you have set everything up, click on the Save button.


5. Once the team has been created, it will show up in the teams list. To get more information on a team, click the dropdown arrow.


6. If you need to edit a team, click the Edit icon.


7. If you need to delete a team, click the Delete icon.