If no settings are adjusted, the Default team ensures that all users can find all clients. However the makeup of the Default team can be customised to suit your organisation's needs.
The Default team appears in the Teams screen within the Administration menu. Clicking on the team will display screens showing the people (users and clients) that belong to the team. Clients assigned to the team can be found by users who are members of the team.
Team members
This list contains all the users that are members of the Default team. Users are automatically added to this unless the Add to default team switch is disabled when they are created.
Removing a user from the Default team will limit the clients they can find in the app to the ones that have been added to their other team(s).
Client list
This list contains clients added to the Default Team. Clients are automatically added unless the team is removed from Team access when the client is being created.
Removing clients from the team ensures they can only be found by the other team(s) they are assigned to. E.g. Client D in the digram below.
