Teams

Creating Teams

Assign User to Team

Switching Between Teams

Model Portfolios can be assigned to one or more Teams. A Team is generic term used to represent a Firm, a Model Manager Group, a DFM or any other group that has restricted access to a subset of clients or Model Portfolio in PortfolioCloud

Teams may be created and configured manually in the system, or Teams may be synced from a data feed

Where Teams are synced to an external data feed, the user does not need to setup and manage team details. These are maintained via the external data feed.

To view teams, click on Settings > Agent, then click on the Agent Name manage the Agent configuration

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Click on the Teams tab to manage teams and team members

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This will display a table of available Teams

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