Overview
Clients are often serviced by more than one person, with each team member playing a vital role in maintaining the relationship and managing financial accounts. Practifi provides a flexible way of capturing these roles within the servicing team and includes three by default: Financial Advisor, Client Service, and Compliance. These roles correspond to specialized apps for those team members and grant them access to the records, alerts, and insights they need to succeed.
This article outlines the various ways to manage team member role assignments in your Practifi organization.
- Viewing a Client's Servicing Team
- Modifying a Single Client's Team Members
- Tracking Relationships via Business Roles
- Using Business Roles in Process Tasks
Viewing a Client's Servicing Team
The Servicing Team section, located in the side pane of the client's record page, displays the client's servicing team when expanded:
Names, profile pictures, and roles for each team member assigned to the client appear in this section. Click View All to open a page view displaying all servicing team members.
Modifying a Single Client's Team Members
To change the team members assigned to a Client record, click the caret in the Servicing Team section of the side panel.
This button will display the following options to make updates to the Entity Team:
- Add Default Team - Takes the team members defined in the record owner's Default Entity Team and adds anyone missing from that list to the client's servicing team.
- Add Team Members - Displays a pop-up window that lets you manually add any team members you would like and define both their role and business role (if applicable).
- Team Member Access - Edits the team member's access to the records.
- Remove All Members - Removes all team members assigned to the client's Entity Team and gives a blank slate for adding new team members. If you want to selectively remove team members, see Deleting Team Members below.
To edit a team member's role, click the caret next to the team member's name, then select Edit.
In the Edit Servicing Team Member window, select a role from the Team Role drop-down, then click Save.
Deleting Team Members
Users with the Practifi - Servicing Team - Delete Members permission set can remove members from a servicing team. System Administrators have this permission set by default. For instructions on assigning permission sets to users, please see Adding and Removing User Permissions.
To delete one or more team members from a servicing team:
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In the record side panel, click the caret located to the right of the Change Owner button and select Delete Team Members.
Please note: This menu option only appears when you are assigned the Practifi - Servicing Team - Delete Members permission, either as an individual permission set or as part of a permission set group.
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In the Delete Team Members window, check the box(es) for the member(s) you want to delete, then click Finish.
Tracking Relationships via Business Roles
The Team Role field indicates a Team Member's relationship to a client. However, because that field can't be customized to a firm's specific setup, its standard options often fall short of capturing each team member's actual role. Practifi has introduced the Business Role field, allowing firms to apply a fully custom set of descriptors to their team members, making it easy to identify who's a Senior Financial Advisor, Secondary Client Service Rep, and more.
Using Business Roles in Process Tasks
Teams can route Process Tasks to a specific Servicing Team member based on their Business Role, ensuring work reaches the right person. Select Specify by Business Role as the Task's Assignment Type, then enter the desired Business Role as it appears in your picklist.
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