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View and edit teams

View and edit your existing teams in Medallion.

Updated over 2 months ago

View team assignments

You can view all your teams at a glance in the Team Assignments tab of the Members page in Medallion. For each team, this tab displays the team name, the criteria associated with the team, the names of Managers and Viewers for the team, and the number of providers assigned to the team.

To view more details about a particular team, including the names of all providers assigned to the team, click the button, then click View Team of Providers.

Team view examples:

You can also view teams information for providers anywhere there is a table with provider information in the Medallion system. For example, the table on the page includes a Teams column that displays all teams to which each provider is assigned.

Providers table example:

Edit an existing team

To edit an existing team:

  1. On the page of the Medallion system, click on the Team Assignments tab to view all your existing teams.

  2. Locate the team you would like to edit and click the button, then click Edit Team.

  3. Make any necessary changes to the settings for your team. You can find more information about team settings here.

  4. Click Next, then click Save.

  5. If you changed the attributes by which your team is defined, wait a few minutes for auto-assignment of providers to complete.

Team editing example:

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