i65

I65 now empowers Admins to create Teams within their organization. Teams consist of one Team Leader and as many other Team Members as you’d like.

All members of a Team share access to the same set of clients and clients can only be assigned to one Team at a time.

Admins are able to establish a pool of Organization Credits that any Team Member can use to pay for the various services available through i65.

Admins are able to designate exactly what services are covered by the Organization’s Credits.

Team Leaders can also establish their own Team-specific pool of Credits. These Team Credits can only be used for services not already being paid for by Organization Credits.  Like Admins, Team Leaders can designate what services can be paid for using Team Credits.

The attached PDF illustrates how Admins, Team Leaders, Team Members, and Clients are related to each other.

Some ways to use Teams include:

• Make a Financial Planner or Advisor into a Team Leader and then assign clerical staff or other helpers as Team Members beneath him or her.
• Appoint a manager or senior planner as a Team Leader and have the financial planners under him be team members.

Some important things to know about Teams 

• Team Leaders and Team Members can only be on one team at a time.
• Clients can only be assigned to one team at a time.
• Admins can change what services they want to allow their Teams to have access to using Organizational Credits at any time.
• If you delete a Team, all the clients in that team are reassigned to the Admin level. 

Explanation of Roles

Admin

Admins are i65 users designated as Admins by the Owner of the account. The Owner is typically the person who first joined i65 and/or provides the master credit card for the account. Owners are Admins by default.

Admins can see all clients on all of the teams within the organization.

They are the only ones who can create Teams and assign Team Leaders and Team Members. 

They can create clients, assign clients to a Team, and move clients from one Team to another. 

They are the only ones who can purchase Organization Credits and choose what services those credits can be spent on.

Team Leaders

Team Leaders can add clients and perform all client-related functions: ordering assessments, approving services, etc 

They can see and manage ALL clients on their Team, but on their Team only.

In addition, they can purchase Team Credits and choose what services the Team Credits they purchase can be spent on.

They can NOT add or remove Team Members from their Team. Only Admins can.

Team Members

Team Members can add clients and perform all client-related functions: ordering assessments, approving services, etc 

They can see and manage ALL clients on their Team, but on their Team only.

They can spend Team Credits, but they can NOT purchase more. 

They can use their own money to pay for any service not covered by the Team Credits or Organization Credits.

How do you create a Team?

Log in as an Admin user of your Organization’s account. Click on the Admin menu in the main menu bar. Find the button labelled Manage Teams and click on it to create and manage your Teams.

How do you manage which services can be paid for with Organization or Team Leader Credits?

Click on the Admin menu. Find the “Purchase Settings” link on the right side of the page. Click on it to access a list of services. By placing a checkmark in front of the words “Cover Cost” for a particular service you are agreeing to pay for that service.

If you see the words “Covered by parent organization” instead of a checkbox, that means you are logged in as a Team Leader and that item is already being covered by an Admin user.