1. How to add a new team
Teams are used to group portfolios in independent spaces and offer access to more than one user. To create a team, go to the menu that will appear when you click on your email in the upper right corner and click on teams.
Once on this page, enter the name of the team and click on the plus button to create it. Once the team has been added, you will be able to enter it and add its properties, tenants, contracts... You can create as many teams as you need if you work with several real estate portfolios, but we recommend working with only one team whenever possible. The only cases in which we recommend the use of several teams is when there are several cities, offices in which different colleagues work who should not see the information of other teams. Remember, a team is not a user, but a shared space where multiple users can access.
2. Access and configuration of the team
Once the team has been created, you can access it by clicking on the email address at the top right of the screen and on the name of the team to access.
The team will be blank, as no information will have been assigned. If you start working on the platform from scratch, start adding the properties and their information here. Anything added from the “manager” space will not be assigned to the team by default and therefore other users will not be able to access the information. If you have already added information to the platform and want to assign it to a team, contact soporte@homming.com to request a team data assignment.