Teams Assignment

With the new Teams Assignment feature you can assign specific team members to RFPs and view the assigned broker contacts bringing more clarity and accountability to your workflow. 

Teams Assignment is the foundation of a suite of features that will be released throughout Q3 of 2025. The future enhancements listed below will leverage the Teams Assignment feature to create a more efficient and tailored experience in the system.

• Workspace Filters: View data based on your assignments or filter by teammates.
• Default Views: Automatically see your own assignments (or all, if preferred).
• Role-Based Visibility:  Admins can restrict users to only see their own work.
• Smarter Notifications: Notifications will soon be based on user assignments.

The Teams Component

A simple, recognizable component is accessible throughout the product to view and manage assignments.

• Click the Plus or Pencil icon to assign new users or edit the currently assigned users
• Hover over a circle to see the user's full name and title

Assigning Team Members

When viewing an RFP you can assign team members to the RFP by using the teams component in the upper right-hand corner of the RFP name card.

Please note that the names of assigned team members are visible to the brokers.

Setting Up Default Assignments

Each organization can have a Default Assigned Team. Users included in the default team will automatically be assigned on every RFP that is received. Brokers will be able to view but not edit the default team. To set the default team, navigate to the Organization Details screen within the Administration section and use the Default Assigned Teams component located on the left hand side of the screen. Only administrators are able to make changes to the default team.

View Broker Contacts

When viewing an RFP, you can see the assigned broker contacts on the left-hand side of the RFP name card. Since this is a new feature it may take time for Brokers to start leveraging the feature.