Manage Teams in Shape Software - Shape Software - Automate your business!

Manage Teams in Shape Software

How are Teams Utilized in Shape?

Creating a New Team and Managing your Existing Teams

First navigate to “Settings” in the top gradient navigation bar then click the Users & Permissions dropdown to find Manage Teams

Manage Teams: https://secure.setshape.com/teams

Once created, you will be able to name the team as well as assign the team to a Director or Manager in your system.

Add a description as well to further differentiate your teams if you have teams with similar names or different functions.

You will find a list of your users below with check marks. Simply check the box next to the users that you wish to be a member of your new team!

The most common use of teams in Shape is to keep users together based on State. In the Mortgage system, if you have different loan officers licensed in different States across the US then you may want to keep those users on the same team under a Manager or Director.

Frequently Asked Questions

You can see what users are included in each team at a glance from the Manage User’s settings page. You will see a column next to the user’s name that includes all the teams and departments that they are a part of.

Yes! You will navigate to the distribution rules settings page linked here: https://secure.setshape.com/distribution

Once here you can set the distribution rule recipient to “Team” and then select the team you wish to distribute to!

Teams are used in Shape for organization and distribution but not for user assignment. User assignment is utilized by the departments in Shape to assign multiple users to a record.

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