Team Groups

  • 19 October 2023
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I was wondering if anyone had suggestions as to the best layout of Team groups, Managers / Leaders / associates.


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We’ve used Teammate groups mostly for access and notifying rules at the moment. I’ve grouped them by department, and then if there’s a sub-group within that department (managers, account reps, those responsible for “highvalue” shipments, etc.) to use in rules. I’ve avoided using named teammates in rules and rather using a teammate group, even if right now it only has one person in it, to future proof for later. 

Hope that helps! 

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