Tag: System Settings

How to configure Internet Explorer settings for TEAMS​

WARNING: for every computer or laptop that a user will use TEAMS on, you must set these Internet Explorer settings correctly for TEAMS to work. You must be logged on to the computer/laptop that you configuring IE settings on, as an administrator.

There are number of Internet settings which need to be done for the proper functionality of TEAMS. Follow the below steps for the Internet Explorer settings but make sure you are logged in as an Administrator on your system.

1. Go to Control Panel> Network and Internet>Internet Options:-

2. Select Every time I visit the webpage option, make sure that Disk space to use is not more than 8MB and Click on OK:-

3. In the next step, go to Security tab of the Internet Properties window and select Trusted sites as highlighted below :-

Now click on Sites button which will open the below dialogue window.

There is a text box underneath Add this website to the zone: label, you need to add just *.rtosoftware.com.au and then click on Close button.

4. Furthermore on the very same window, click on Custom Level button as highlighted below:

5. In the Security settings window all the settings need to be enabled except Use Pop-up Blocker option:-

Note: Click Ok after enabling all the settings except Use Pop-up Blocker.

6. In the next step, go to Privacy tab, untick Turn on Pop-up Blocker tick box, if it ticked and click on OK.

7. The last step is to configure the Compatibility View settings, press Alt key from your keyboard, it will display the Menu bar. Select Tools Menu > Compatibility View settings options.

Once the dialog box opens, add TEAMS domain url i.e. rtosoftware.com.au in the Add this website: text box and press Add and close the dialogue window.

System Settings – How to assign User and Group Permissions in TEAMS

Step 1 – Go to TEAMS > Setup > Organisation > User Permissions or Group Permissions

user-permissions

group-permissions

Step 2 – Select the user in the User Permission screen or Group in the Group Permission screen for which you want to assign the permissions.

user-permissions-2

group-permissions-lookup

Step 3 – Click on the Main Menus options on the left hand side of the screen to access the menu items.

user-permissions-main-menus

user-permissions-main-menus-student

Step 4 – Click on the + sign to expand the menu items.

user-permissions-sign

Step 5 – Tick the permission tick-boxes to assign permissions and un-tick to remove permissions and SAVE the screen.

user-permissions-tick-boxes

Still having trouble?

If you’re having any difficulty or have questions that you can’t find answers to here, please feel free to send us an email at support@rtosoftware.com.au or call us on 1300 85 05 85. We’re happy to help!

How to create Account Managers?

An Account Manager is basically a Sales Rep or Sales staff that you wish to monitor their performance using TEAMS. To use this feature in TEAMS you must firstly turn this feature on then setup Account Mangers as follows:

To turn the Account Manager feature on in TEAMS do this:

Step 1 – If you want to use Account Managers in TEAMS, then enable the Account Managers system setting which is present in

TEAMS > Setup > Organisation > Organisation Details > System Settings > Marketing as shown below:-

system-setting-account-managers

Note: If you do not see the above menu option when you log into TEAMS it means you do not have permissions to the relevant menu and screens, in this case you need to speak to your Manager or TEAMS Manager. Please do not ask TEAMS support to turn it on for you, they will happily do this but only if the senior most Manager in the company or owner of the company sends an email to support@rtosoftware.com.au requesting that we do this.

To setup Account Managers in TEAMS do this:

Step 2 – Go to TEAMS > Resources > Resource Entry

  • Once the Resource entry screen opens, on Details tab, select Resource Type as Account Manager. If you have not turned the feature on then you will NOT see the option in this dropdown for Account Managers.

  • Enter the Resource Code and Resource Name.

  • Select the Campus/s to which the Account Manager should be linked.

  • If you have notes which you want to enter against the Account Manager. You can enter these notes into the Notes box.

  • Tick the Active tick box.

resource-entry-details-tab

Step 3 – The contact details of the Account Manager can be entered to the Contact tab.

account-managers-contact-tab

Step 4 – On the Unavailable tab, you can enter the date range for which an Account Manager will not be available.

account-managers-unavailable-tab

Step 5 – After entering all the information, select the SAVE ENTRY icon to save what you just have entered.

resource-save

To track Account Managers and performance of them in TEAMS you then need to allocate Account Managers to one or many of the following areas:

Agents – If you link Account Managers to Agents, then when you link an Agent to a prospect student or proposal or enrolment then automatically the Account Manager will also be linked to them.

Prospect Student and/or Student – If you link an Account Manager to a Prospect Student or Student (when you convert a prospect student to student and Account Manager is linked, it will also be linked to the student after conversion) then when you do a proposal or enrolment for them the Account Manager will also be linked to the proposal and/or enrolment.

Proposal or Enrolment – where you haven’t linked an Account Manager to any of the above then this is the final level in which you can allocate an Account Manager. If you do not link an Account Manager at this or any other level you cannot monitor their performance in TEAMS.

Please see the following link for more information on How to allocate an Account Manager in TEAMS?

Still having trouble?

If you’re having any difficulty or have questions that you can’t find answers to here, please feel free to send us an email at support@rtosoftware.com.au or call us on 1300 85 05 85. We’re happy to help!