Teams Feature in Portal

The Teams feature enables clients to group users together. Instead of assigning individual users as subscribers to a file, clients can assign the entire team. All users within that team will then be automatically subscribed.

Process to Add Teams to the portal:

1. Login to the Verified First Portal.
2. Select the settings gear in the upper right hand corner.
3. Select the User tab, then select Teams on the left side menu.
4. Select “Add New Team”.
5. You will be presented with a page that shows all users on your account.

6. Select the users you would like to be 'on the team'.
7. Name the team and click save.

Note: From here, managing the team is the same as managing a new user. Teams can be assigned as a default at the user level.

To update user permissions and subscribers, reference the User Permissions and Subscribers article.

If you have any further questions, or need a product enabled on your account, 

please contact Verified First Client Services for assistance.

Call 844-709-2708 or email ClientServices@VerifiedFirst.com