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Workflow: Set Up Service Teams

Introduction

This workflow provides the steps for how to set up service teams in Tamarac Reporting.

Workflow Steps: Set Up Service Teams

	1.	Create Generic Users > Create generic users to add distribution lists to service teams.
	2.	Create Service Roles > Organize your service team members into categories.
	3.	Create the Service Team > Assemble the groups of firm employees who work together to serve clients.
	4.	Assign the Service Team to Households > Assign service teams to Households to allow clients to contact their service teams.

After setting up service teams, you can add them to the client portal.

Learn more about the client portal: Learn More About Client Portals.