Teams

Workflow group: Company config · Sidebar: Teams Who sees this: Admins only (at the active company).

Teams are lead-routing groups. New enquiries are shared with a team based on its declared specialisms and estate-value range, and every adviser always belongs to exactly one team. This is where an admin creates teams, tunes their routing rules, and moves advisers between them.

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Teams - /teams#

• Intent: Create and manage lead-routing teams - groups of advisers that new enquiries are automatically shared with, based on each team's specialisms and estate-value range.
• Who can access it: Admins at the active company only (the nav link is hidden from Advisers and Managers).
• What you can do:
  • Create a team with "New team": set a name, choose per-specialism routing (No preference / Only show / Never show for Business trusts, Agricultural trusts, Blended families), set an estate-value range (minimum and/or maximum band, or leave unbounded), and optionally mark it the default team.
  • Edit any team's name, specialisms, value range, and default flag via "Edit".
  • "Manage advisers" on a team: see current members, search all advisers, and add them to the team; remove a member (which moves them back to the default team, since everyone always belongs to a team). The dialog stays open so you can move several at once.
  • Delete a non-default team via "Delete" (confirmation warns its advisers stop getting its enquiries until moved elsewhere, and it can't be undone).
• What you see: A page header with "New team"; a red coverage-warning alert when a declared specialism has no staffed adviser or the default team is empty; a grid of team cards each showing name, a "Default team" badge where applicable, a one-line summary ("Handles: … · value range · N people"), and Manage advisers / Edit / Delete buttons; and a footnote explaining the default-team rule.
• States:
  • Loading: a centred spinner.
  • Empty: an EmptyState prompting you to create your first team.
  • The default team cannot be deleted (no Delete button; its default switch is locked on) - you reassign default to another team instead. "New team" is disabled without an active company. Create/edit/delete show success or error via toast; the team form blocks submit with "Give the team a name" if the name is blank.
• Related pages / flow: Reached from the company-config nav group. Team membership is also set from Adviser detail (/advisors/[id]). Teams determine how incoming enquiries are distributed on the Leads page (/leads).