How to edit teams

With BuyingTeams mobile application you are able to edit Teams. Please note that this feature applies to admin access only.

Add new user

 1. Please open ,,Teams” in the bottom right corner of the dashboard.


Teams menu in dashboard

 2.Click on the blue + icon on the bottom right corner.

Add new user button highlight

 3.Please enter the information of new user. Under ,,Access” you are able to set the new users access, by chosing ,,Admin” or ,,User”.

Blank new user profile

 4.Please add product areas, and banks connected to new user. Click ,,Save” .

New user profile info

Edit user profile

  1.Please open Teams in the bottom right corner of the dashboard.

Teams menu button highlight on dashboard

  2.Open the user/admin profile by clicking on the user/admin name.

Teams menu

 3.You are introduced to the detailed user/admin profile. To edit profile please click on ,,Edit” in the top right corner.

Edit admin profile

 4.Please edit information if necessary. Please scroll down for more.

Edit admin profile

5.Please add Product Areas. To add banks, please click on ,,Banks”.

Choose banks in user profile

 6.Please chose bank from ,,Company Banks” list, or enter bank name in the ,,Search a bank” area.

Select banks in user profile

 7.Please select country of bank, then click ,,Select”.

Select bank country

  8.If you wish to select another bank, please click on ,,Select another bank” .

 9.Please click ,,Save”.

 10.To delete added bank, please swipe left on the bank’s name you wish to remove and click ,,Delete”.

Block/ unblock, delete user

  1.Please open Teams in the bottom right corner of the dashboard.


  2.Please open user/admin profile you wish to block or delete.

3.Please scroll down on the bottom of the profile page.

  4.Please click on ,,Block User” or ,,Delete User” according to your preferences.

5.To unblock user please open blocked user’s profile and scroll down.

6.Please click on ,,Unblock User” on the bottom of the profile page.

Help

In case of any questions, issues regarding the BuyingTeams platforms, please contact BuyingTeams support line by:

Email: hello@buyingteams.com

Phone: (+45) 69 17 30 01