Business team

Assign teams to your business

Do you use deals to manage your business files? Does each deal involve several members of your team?

Would you like to be able to designate these members, so that they can access the case follow-up and enter their associated timesheets?

With the"Business Team" app, assign members to your business! 

Each member can consult the business and commercial documents, or allocate time spent on the business he or she is associated with.

Activating the app adds a new block to your "business" files in the application, called "User members" , to add the list of collaborators and managers involved in a business.

Linked collaborators will be able to view the content of the case, and comment or modify the content.

If the "Gestion des temps consultant" app is installed on your application, this module allows each member of the case to access only the list of cases assigned to him/her, in order to enter his/her time sheet.