https://docs.opentaps.org/docs/index.php?action=history&feed=atom&title=Handling_Team_Membership_and_Assignments 2026-04-05T08:19:27Z Revision history for this page on the wiki MediaWiki 1.32.1 https://docs.opentaps.org/docs/index.php?title=Handling_Team_Membership_and_Assignments&diff=6307&oldid=prev 2010-07-15T13:36:20Z

<p>Protected &quot;<a href="/docs/index.php?title=Handling_Team_Membership_and_Assignments" title="Handling Team Membership and Assignments">Handling Team Membership and Assignments</a>&quot;: Sysop page [edit=sysop:move=sysop]</p> <table class="diff diff-contentalign-left" data-mw="interface"> <tr class="diff-title" lang="en"> <td colspan="1" style="background-color: #fff; color: #222; text-align: center;">← Older revision</td> <td colspan="1" style="background-color: #fff; color: #222; text-align: center;">Revision as of 13:36, 15 July 2010</td> </tr><tr><td colspan="2" class="diff-notice" lang="en"><div class="mw-diff-empty">(No difference)</div> </td></tr></table>

Claudefeistel2 https://docs.opentaps.org/docs/index.php?title=Handling_Team_Membership_and_Assignments&diff=6306&oldid=prev 2010-07-15T13:36:20Z

<p>New page: ===Three Kinds of Teams=== &#039;&#039;&#039;opentaps&#039;&#039;&#039; uses the Team Membership structure to manage Sales and Accounts, and also to manage Warehouse functions. These teams are separate and distinct w...</p> <p><b>New page</b></p><div>===Three Kinds of Teams===<br /> <br /> '''opentaps''' uses the Team Membership structure to manage Sales and Accounts, and also to manage Warehouse functions. These teams are separate and distinct with unique roles in the system.<br /> <br /> <br /> ====The Sales and the Account Teams in CRM/SFA====<br /> <br /> For detailed information about managing Sales Teams, Account Teams, and Team Membership refer to the User Guide section [[Sales Teams and Account Teams]].<br /> <br /> For information about Team Assignments refer to the User Guide section [[Assign An Account Team]].<br /> <br /> For details about how to define a User who is also a Team Member refer to [[Creating_New_Team_Members]].<br /> <br /> Read this whole article in the User Guide for insight into how the various facilities of '''opentaps''' provide for a very effective teamwork environment, [[Opentaps_Users_Manual#The_opentaps_Vehicle_for_Teamwork_and_Coordination|The opentaps Vehicle for Teamwork and Coordination]]<br /> <br /> <br /> ====The Warehouse Teams====<br /> Warehouse teams, potentially one team for each Warehouse, are configured with unique members, security rules, and job authority categories. <br /> <br /> For detailes about Warehouse Teams refer to the User Guide section [[Team Members]].<br /> <br /> For information about the unique configuration for Warehouse Team Members refer to the User Guide section [[Create_A_New_User%2C_Step-By-Step#Note:_Configuring_the_Warehouse_Personnel|Configuring the Warehouse Personnel]].</div>

Claudefeistel2