Service Teams

Learn about service teams in Tamarac and how generic users and service roles work.

Workflow: Set Up Service Teams

Learn the steps to create a service team.

Create, Edit, and Delete a Service Team Generic User

Learn the steps to create a generic user for a service team.

Create, Edit, and Delete a Service Role

Learn the steps to create service roles.

Create, Edit, and Delete a Service Team

Learn the steps to create service teams.

Assign or Reassign a Service Team to a Household

Set which service team is responsible for which Households.

See Which Service Roles are Blind Copied on Automated Client Emails

You can include service roles and generic roles as BCC's on automatic emails. 

Service Team Permissions

Learn what permissions users need to complete different service team-related tasks.