In Strivr, Team is a group of people working in the same department. For example, a Fund Services firm has back-office functions that include settlements, record maintenance, accounting, etc. They usually work in separate teams and before they start creating their processes in Strivr, there are few things they need to do and one of them is to add their Team and connect members.

How do we start? 🤷🏼‍♂️

  1. Under the menu Users, we have an option called Teams.

  2. On the page displayed you'll see the list of existing Teams. Click Add Team at the top right corner of the screen.

  3. When you are done, click Create! ✅

👨🏼‍🎓 How do Teams connect with other Strivr features?

Main Processes: Teams are required as a part of Main Processes.

Filters: each Team can filter their data directly on a Dashboard view with a few clicks of a button.

Notifications: Team can be included as a recipient of notifications as shown in the screenshot below. In this case, all active users connected to the Team would receive individual notifications to their user information.

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