However, be wary of the limitations that incorrect usage of teams can introduce.
It’s possible to create invoice and payroll runs for all teams, or individual teams.
Assigning the wrong team to a carer/client can result in them being missed from an invoice or payroll run.
Service Contract Types and Contract Types need to be assigned to the correct teams.
By default, each setting that can be configured has a "master" value which is applicable to the whole system.
Many options also allow per-team configuration, for example:
- Company contact details
- Mileage settings & rates
- Travel time estimate settings
- Roster confirmation thresholds
When a user that is logged into the management portal is assigned to multiple teams, they can pick which teams are currently visible using the dropdown in the top-right hand corner of the screen.
If not all teams are selected, certain carers or clients may not be visible.
If you've chosen to implement multiple teams, you'll end up having at least one user account with access to all teams.
Carers & Clients
Each Carer and Client needs to be allocated to at least one team. Carers & clients can be allocated to multiple teams if needed.
A carer has to be on the same team as a client to be allocated to their calls.
More often than not, clients would never be required to belong to multiple teams. On the other hand, a carer or user account may belong to multiple teams if a carer is regularly or temporarily attending visits for clients for another team.