Using the Virtually There Portal
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      3. Using the Virtually There Portal

      Teams: what are they and how do I set them up?

      We will notify you every time we receive mail from your virtual office subscription or calls from your call answering service subscription. 


      Notifications from each subscription can be sent to individuals or groups from your business. You can manage these recipients from Teams in your Virtually There Portal. 


      When you sign up, the account holder is made the default Team. You can create, edit and remove a Team for any subscription. 


      To build and manage your Teams, first, log in to your Virtually There Portal. Here's how to log in.

      How to create Team Members?

      1. Navigate to the left sidebar and select the ‘Members & Teams’ icon at the bottom of the sidebar. This will take you to the ‘Members’ screen.
      2. In the top right of the screen, click the green ‘Add Team Member’ button. A box will appear with the mandatory fields needed to set up your team member. 
      3. i) Enter your Team Member’s 
        1. name 
        2. email address
        3. phone number
           ii) Authorise their 
        1. access to your Portal 
        2. ability to make changes to your Portal 
        3. potential to receive forwarded calls from customers (if applicable to your subscription)
      4. Click ‘Save’

      How to create a Team?

      1. Navigate to the left sidebar and select the ‘Members & Teams’ icon at the bottom of the sidebar
      2. In the top right of the screen, select the tab ‘Teams’
      3. Click the green ‘Add Team’ button in the top right of the screen. A box will appear with the mandatory fields needed to create a Team.
      4. Enter your Team Name and Team Description fields
      5. Click ‘Save’

      How to change Team Members in a Team?

      1. Navigate to the left sidebar and select the ‘Members & Teams’ icon at the bottom of the sidebar
      2. In the top right of the screen, select the tab ‘Teams’
      3. In the relevant Team tile, click the green ‘Edit’ button. A box will appear with the Team Name, Team Description and the current and potential Team Members.
      4. To add a Team Member to the Team, navigate to the column of users on the right and click the green arrow to the left of the Team Member you want to add to the Team. This will move them into the Team.
      5. To remove a Team Member from the Team, navigate to the column of users on the left and click the green arrow to the right of the Team Member you want to remove from the Team.
      6. Click ‘Save’

      How to change a Team on the Subscription page?


      1. Navigate to the left sidebar and select the ‘Subscription Settings’ tab
      2. Under the ‘Subscription Settings’ heading, select the subscription with the Team you want to change
      3. Scroll down the page to the section labelled ‘Where Should We Send Notifications?’. Underneath you will find the current Team receiving your subscription notifications.
      4. Click ‘Add team’. A box will appear listing all the available Teams
      5. Select your a Team by clicking ‘Add’ to the right of the Team Name. Or create a new team by clicking 'Create a new team'
      6. Once you're selected your new Team, click ‘Save’