Welcome to the Shelvz Help Center & Knowledge Base

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Accessing the Teams Section #

  • Click the SETUP menu item.
  • Click the Teams menu item.

Adding a Team #

NOTE:

All fields marked with an asterisk * are mandatory to fill.

A Team is created to group users and only allow managers visibility over team members.

Adding a Team Manually #

  • Click the + button.
  • Fill in the required info.
  • Click Save to confirm.

Adding Teams in Bulk #

  • Click the Import button.
  • Click Add from the dropdown.
  • Download the import template.
  • Fill in the required info on the excel template.
  • Click the Browse button, locate and select the updated template sheet.
  • Click the Add button and confirm the popup.

Editing a Team #

  • Click the Edit icon to be taken to the Team popup.
  • Complete the required edits.
  • Click Save to confirm.

Deactivating/Activating a Team #

To deactivate a Team:

  • Click the Check icon and you will be prompted with a confirmation box.
  • Click the Deactivate button to confirm.

To activate a Team:

  • Click the Show All checkbox to see all Teams.
  • Click the X icon and you will be prompted with a confirmation box.
  • Click the Activate button to confirm.

Editing Team Structure in Bulk #

NOTE:

You can edit and deactivate Teams, edit and remove Team Members, and edit your Team Managers in bulk using the same method of updating.

  • Click the Import button.
  • Click Update from the dropdown.
  • Download the import template.
  • Fill in the required info on the excel template.
  • Click the Browse button, locate and select the updated template sheet.
  • Click the Update button and confirm the popup.

Assigning a Team Member #

NOTE:

You can assign multiple admin users to a team.

  1. Select the Team.
  2. Click on the + icon to start adding members to the team.
  3. Select the users you would like to add to the team.
  4. Click Save to confirm.

Assigning a Team Manager #

NOTE:

The admin users who are managers can see and manage the field reps in their team and also the field reps of other admins in the same team.

  1. Select the Team.
  2. Click the X icon to assign the admin user as Team Manager.

Removing a Team Member #

NOTE:

If you need to reverse this, you must add the user back to the group.

  1. Click the Delete icon.
  2. Confirm the popup.
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