Planhat’s Teams feature allows you to group your customer success team members within the application so that you’re able to manage customers more easily, per team.
So if you have teams that are responsible for EMEA, APAC, or even at a more granular level, you can divide each of these users into teams to help them focus on only the accounts they need to.
You can even do things like appoint a “Manager” of a team, who can see and edit all of the accounts their team is responsible for while other team members maintain different levels of access and editing abilities.
To get started:
Go to the team module > the section labeled Teams > then simply select Add new team at the top.
You'll name the team, and then be able to add members to it, and appoint a Manager of the group.