Company's Teams, enables team-working functionality, allowing sharing of workloads across team members, which also extends to CMS external referrer users. This functionality allows you to see a team management view, where you can create and manage teams.
By adding individuals to a company team, you gain the ability to view, edit, delete or approve one another's items in the system. Supporting broader visibility and management of workload.
⚠️Important: Make sure the user you wish to add to the company team is already set up as a user on the system.
To create a new user on the system, click the following link on creating a new user, or follow these simple steps to create a new referral user:
Click on CMS tab and scroll to the Referrers section.
Click New and fill out the details of the new referral user.
Create a new team
Before you create a new team, you'll need to keep in mind the following:
The team leader will need to be in the same user group as the team they are managing.
Internal users can only lead on internal teams and external users can only lead external teams.
You will need to have access to the Case Management System (CMS) in order to create a external referrer team.
To create a new team under company's teams, follow these simple steps:
Click on Admin then My Company.
Within the admin section click on Company's Teams.
Click the New button.
Enter the Company Team Name.
Choose the Company Team Type.
Standard teams are for teams of individuals within your immediate organisation. This is the default team type.
External Referrer Teams are relevant to healthcare customers only. When external referrers are part of the referrer process, users must be Client Assignees, or users with permissions to create External Referrer users.
Enter the Team Lead Name. They will be responsible for managing the members and permissions of that team.
Enter any other further details about the team, as required.
Then click Next.
Click the Add button to add the team members under this team.
Configure the permissions of each team member by ticking the boxes next to each action they can perform.
View
Edit
Delete
Approve
Click Finish.
Once the team has been created, client admins and Manage User Permissions (MUP) admins can make changes to the team and its members. Separately, team leaders can also manage their team members and their teams permissions.