Teams

The Teams functionality is available for professional customers (companies). With a team you can invite colleagues to work together on the same platform, with shared settings and a shared token balance.

Teams are especially handy for real estate agencies or property professionals who collaborate with several inspectors, employees or partners. You then don't have to manage tokens or duplicate report settings per person: everyone works within the same team context.

What is shared within a team?

When you are part of a team, a number of things are shared centrally. This ensures consistent reports and easy collaboration.

  • Token balance: all team members use the same tokens
  • Report layout: the same layout settings are applied for everyone
  • Word template: if a template is configured, the entire team uses the same template
Once you join a team, you no longer work with your personal tokens. From then on you use exclusively the team's token balance.

Where do you find Teams?

You can open Teams via your account menu at the top right of the application. Click your name or the account icon and then choose My team.

If you are a professional user and don't have a team yet, this page gives you the option to create a new team. If you are already a member of a team, you see the member overview, invitations and any permission settings here.

When do you use Teams?

Teams are especially useful when you work with several people and you want everyone to follow the same process. For example:

  • several employees who create reports for the same organization
  • one central token pot used by the entire team
  • reports that always follow the same layout and house style

Next step

Read on at My team to create a team and invite colleagues.

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