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Managing teams

You can create Teams in FinSourceOne. Teams were specially developed for use within knowledge and advice apps. The following types of Teams are available:

 

  • Knowledge: this type of team is specifically designed for managers so they can use the Compliance Monitor to track the progress and knowledge level of team members.
  • Branches: this type of team was developed specifically for the advice apps so that customers and their associated files can be linked to branches.

 

You can read an explanation of how it works in either of the articles Managing Knowledge Teams or Managing branches.

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