Teams Vs Divisions
This article summarizes the differences between Team versus Division setups in EZ Loader
Divisions
- Organizes metrics on the company dashboard page.
- Allows customization of rate confirmation contact info by division.
- Adds filter criteria by division for certain reports.
For more information on Divisions Click Here
Teams
Users assigned to a team will automatically receive a a Team Dashboard in their navigation bar. This dashboard shows metrics across all members of the team.
For more information on Teams Click Here
When users of a team also have the user permission "Broker - Team Only" , those members will only be able to access load or customer profiles that are associated with a member of the team. The entire carrier network will be accessible.
For more information on Agent permissions Click Here