Teams
Teams is a new feature in CMS that lets an administrator from an external agency log in with limited access to a CMS account and bill on behalf of their staff (Service Providers).
Users with Admin rights will find Teams in the side menu bar under Providers.
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Key Terms
Use a Team to delegate limited administrative access to another user.
A team will consist of a Team Lead and Team Providers.
| Team Members | Description |
|---|---|
| Team Lead | a user with limited administrative access over the team |
| Team Providers | users with the Provider role (e.g. Service Providers) |
All Service Providers delivering services under your SCS contract must still be added to your CMS account.
Setup
Create a User
- Before you create your first team, you will need to add a User and assign their role as Team Lead (in the same section where you assign the Provider role).
- When adding the Team Lead, make sure the checkbox is ticked to notify the user of their new account so they can log in and set their own password.
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Add a Team
| Click Add Team button |
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Enter the Team Name - This will be the external organization you are collaborating with. Enter the Team Lead from the drop down list - Only users with the Team Lead permission will show. Add Providers who work for the external organization. Click Create This Team button |
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Grant Access to a Client
Select the client that the Service Provider will be working with, and grant access to both the Team Lead and the Service Provider.
When a Team Lead is granted access to a Client, they can:
- Add or remove their own team members from that Client, and
- Create billable items on behalf of those team members.
Aside from those administrative actions, a Team Lead has the same level of access to the Client as any regular Provider.
Teams Dashboard
A new Teams link will appear in the menu bar at the top of the page for the Team Lead.
Clicking this link will navigate them to the Teams Dashboard, where they can view a list of providers in their team that they can bill for.
Team Leads are unable to add providers to their list and must request additions from an account administrator.
Billing
A Team Lead will bill services in the same way as a Provider.
On the billable form, the Change Provider field at the bottom of the page is automatically open. The Team Lead will only be able to bill for their Team Providers that have been granted access to the client.
Once a billable item has been created, this will show on the Billing tab in the Billable Items [Team] section.
Buyer Created Tax Invoices
For this first release of the new feature, BCIs can only be generated for each individual Service Provider - we still recommend adding an identifier (e.g. John Doe ACME) in the service provider's name to make them easier to identify.
Payments to the External Organization will still need to be handled through your usual internal processes.