Teams are used to separate books of business, as a user on Team 1 can only view client/prospects assigned to Team 1.

Teams house your Company Logo, Company Name, additional Company Information for engagement emails, templates, and macros.

Please view our pricing page to see the costs for adding additional teams.

Each subscription includes one Team. You can add more teams to the subscription by navigating to Settings > Teams, then clicking the '+' button in the upper right-hand corner.

Users, client/prospect accounts, engagements, reports and templates belong to only one team. Note that Accounts can be moved to another Team and reports and templates can be shared amongst Teams on the same subscription.

A User can have access to multiple Teams at a time, but can only be on one Team at a time.

Please Note the Email in your Team domain will be the recipient of any replies sent if your client/prospect chooses to reply to an email sent from no-reply@precisefp.com, such as a New Engagement Email
​
​

Navigate to Settings > Teams:

Click on a Team to open Team details:

Within Team details, you can edit information about the Team, view/add/remove Users on the Team, create custom fields (Macros), change PDF theme settings, create PDF translations, set default PDF Authentication methods, and update Email settings. You can also view a team-specific activity Timeline.

Click on the Trash Can icon to delete a Team. PreciseFP will prompt you to input your password to confirm, as this is permanent.

When working with multiple teams, if your account allows you to access more than one team, you can access the team by clicking on your name and team name at the top of the settings sidebar sub-navigation.

Keywords: Logo, Company Settings, Team Settings, company photo, team photo, email disclaimer, email disclosures, switching teams, PDF Theme
​