Back	Home > Advisor View > Accounts, Groups & Households > Reporting Groups > Creating and Modifying Reporting Groups: The Service Team Panel

Creating and Modifying Reporting Groups: The Service Team Panel

The Service Team panel allows you to see the service teams that are assigned to a reporting group. Since the reporting group can be assigned to multiple Households, there may be multiple service teams listed here. If you need to make a change to the service team assignments, you'll need to make the change at the Household level. To assign service teams, see Service Teams.

This panel is available when you edit a reporting group on the Accounts page. For more information on editing reporting groups, visit Creating and Modifying Reporting Groups.