1. Help Centre
  2. Getting started with Onside Teams

How to use Onside Teams - Building your team

A quick guide on adding your staff to Onside Teams

We've made it very easy to add and remove your staff from your dashboard and give you a quick and clear view of who you have in your team. You can even add staff into more than one team.

Team members-1

Adding users 

Once you're in the web portal, click the 'All Teams' option from the sidebar, then click on your team. Add your staff to the team from the green 'Add' button in the top right. You'll only be able to add staff who are already part of your company. If they're not, you'll need a Company Admin to add them first.

Team members - invite-1

Team member vs Team Leader 

If a user is a '"Team Leader", they will get the overdue notifications of the staff in their team. They will also have access to your company's property list and Team Locator dashboard.

To make a user a Team Leader, click on the 'Settings' button and tick who needs to be Team Leaders.

Team members - Team leaders

Choose a plan

You'll need to choose which plan your team uses - Onside Teams Essential (notifications) or Onside Teams Professional (automated calls).

For teams on the Onside Teams Professional plan, once enabled, it will give you a new "Overdue Dialer" button. Click on that and drag the Team leaders names up or down to set the order of receiving the overdue phone calls.

Calling order


If you have any questions, give us a call on 0800 ONSIDE. Click on the links below to navigate to the other tab's help guides.

 

How do I use Onside Teams?

Onside Teams - Team info tab

Onside Teams - Team Locator tab

Onside Teams - Customers Properties tab