Groups and the Team tab

PolicyCenter organizes users into groups and subgroups. The Team tab displays a root group (My Groups) that contains other subgroups, such as Eastern Region Underwriters and Los Angeles Branch UW. Each group contains individual users, queues (In Queue), and misassigned (Misassigned). In Queue contains activities that have not been assigned to anyone. The Misassigned category contains policy transactions and activities assigned to the group under which the node appears, but the policy transaction or activity was assigned to an invalid user. An invalid user is usually someone who is no longer a member of the group. The user may have switched groups or left the company.

Selecting a node in the tree hierarchy on the left side of the screen updates the main work area with information for that group or user. Select a reporting category to see information for that group or user.