User Teams are groups of users that can be assigned as invoice reviewers so that each user does not have to be individually assigned each time. This can simplify tasks at the invoice level and also help avoid delays or missed invoice reviews. For example, if invoice reviews for a vendor with a high volume are handled by three specific people, those three people can be added to a User Team and assigned as a reviewer under that vendor record. In addition, if one of the members of the group is on vacation or on temporary leave, this ensures that other team members are being notified when invoice reviews require attention.
This article covers the following:
Note: These User Guides will be updated as more features are added and revised. Check in frequently for more information.
Adding a User Team
1. Go to Settings > User Teams.
2. Click +Add User Teams in the top-right corner.
If you do not see the +Add User Teams button, this means that the maximum number of User Teams allowed has already been reached per your organization's settings. Contact our support team for assistance.
3. Enter a team name and description.
4. Choose names from the dropdown list and then click Save.
Next Steps
Once User Teams are in place, you can assign them under the Reviewers tab of vendor records so that they are added as reviewers to associated invoices per built-in invoice review rules (if applicable). For instructions, click here.
Assigning New Members to a User Team
Go to Settings > User Teams, switch to the Team Members tab, and click Add Member.
Select the user from the dropdown list and then click Save.
Exporting User Teams Data
Click Download Data in the top-right corner to export the current view of your User Teams list. The Excel file includes the following information: Team Name, Description, Team Members, and a link to each User Team page in Unity eBilling.
Deleting a User Team
If a User Team is no longer applicable, click the ... (more) option under the Actions column and select Delete Team.
Click Yes when prompted to confirm.
