Note: Click here for more information about how you can use teams for sharing content.

Select Manage Teams in the navigation menu to open a page listing all the teams for which you are assigned as a manager.

For each team, there is an Actions menu on the right side. The sections below cover what each of the options in this menu gives you access to.

Note: Depending on your organization’s setup, some of the options listed here may not be available to you.

Manage Users

This option allows you to log in on behalf of another user on a team you manage.

1. On the Manage Teams page, find the team you are interested in and select Actions > Manage Users. This opens the Team Users page, which lists all the users assigned to the selected team.
2. On the Team Users page, locate the user you want to log in on behalf of and select Actions > Login. TE directs you to the dashboard in the account of the selected user.
   Tip: You can tell when you are logged in on behalf of another user when the name displayed in the upper-right corner of the page is highlighed in green. This name reflects the user you are logged in as, not your own name.
   
3.  Perform whatever actions in the user’s account you need to complete.
4. When you are finished, click the Switch Account button (people icon) in the header of any page. This opens the Select User box.
5. Click the Return to my account link in the box.

You are returned to your own account (note that the name in the upper-right corner is now your own and is not highlighted in green.

Manage Print Orders

This option allows you to review the print orders that anyone on the selected team has been involved with.

1. On the Manage Teams page, find the team you are interested in and select Actions > Manage Print Orders. This opens a list page for all the orders by members of the selected team. Some details of each order are shown on the list page.
2. To view a preview of the ordered piece and see full details of the order, locate the order you want to review and select Actions > View Report.
3. The details page is divided into 2 parts:
   1. On the left side is a listing of all the relevant details for the order, including a link to a PDF of the final piece.
   2. On the right side is a preview of the piece that was ordered.
      1. For co-marketed pieces, click the Cost Split tab to see the diagram showing which partner is responsible for which parts.
      2. For Every Door Direct Mail (EDDM) pieces, click the Distribution tab to see a breakdown of the areas that received this piece in the mail.
      3. Click the Proof tab to return to the preview.

Mange Single Property Sites

This option allows you to review the single property sites that anyone on the selected team has made.

1. On the Manage Teams page, find the team you are interested in and select Actions > Manage Single Property Sites. This opens a list page for all the sites made by members of the selected team. Details of each site are shown on the list page, including a link to the site—click the link to view the site itself.
2. Click the Inactive Sites tab to see a list of any sites that have been deactivated.

Manage Directory Listings

This option allows you to review and modify the directory listings that anyone on the selected team has created.

1. On the Manage Teams page, find the team you are interested in and select Actions > Manage Directory Listings. This opens a list page for all the listings made by members of the selected team. Details of each site are shown on the list page.
2. On the left side of the page, select the checkbox for a listing. Then either:
   1. Click the Update Selected button (pencil icon) to open a slide-out panel where you can modify the details of the listing. Click the Submit button to save your changes.
   2. Click the Delete Selected button (trash can icon) to delete the listing permanently.

Loan Overview

This option allows you to review a summary of the loans attached to any user on the selected team.

1. On the Manage Teams page, find the team you are interested in and select Actions > Loan Overview. This opens a list page with all the members of the selected team listed on the left side.
2. On this page, click a user’s name to see the aggregated numbers for all that user’s loans.