One of the best features of Nurtureit is the flexible team system.
This allows managers to assign different viewing and editing permissions to each person in the team.
Understanding the Different Permissions
When you add a person to a team, you have can assign from four different permissions. Users can have one or more of these permissions within a given team.
1: Billing Consultant - This person's pipeline contributes to the team totals and can be viewed by people with 'Views Team, or Edits Team' permissions
2: Views Team Members - This person can view all the billing consultants' individual pipeline sheets and dashboards. This would typically be allocated to a director or a billing manager
3: Edits Team Members - This person can view and edit all the billing consultants' individual pipeline sheets and dashboards. This would typically be allocated to a billing manager or a resourcer who helps the active billers in the team
4: Manager Dashboard - This person can see the manager dashboard, so they can see overall statistics for the team.
Common Individual Profiles
There are a few user profiles that managers want to create. Below is an explanation of each of the main user profiles
- The Billing Consultant
This person is a recruiter who manages their own pipeline.
- The Billing Manager
This person is both a recruiter and has responsibility for the team's pipeline and monthly forecast.
They normally have a tick in the "edits team members" box and / or the "views team members", so that can review and potentially edit the pipelines belonging to other members of their team.
- The Resourcer
This person is unlikely to use their own pipeline. Instead they contribute to the billing consultant's pipeline.
The "edits team members" option allows them to edit the billing consultant's pipeline. Because the 'Billing Consultant' option is not ticked, then even if they do add anything to their personal pipeline, it doesn't contribute to the team totals.
- The Director
This person has the "manager dashboard" box ticked so that they can view the whole teams invoice forecast and other statistics.
This director also has the "Views Team Members" box ticked so that they can view individual recruiters' pipelines.