Teams will allow you to have an overview of all users we've identified from your firm that are using Criteria Hub and allow team managers to manage the team members. A team can have one or more manager and once a team has been set up, you will be able to take advantage of our team plans that offer great discounts on the standard individual license fee.

This article will explain the steps you need to follow in order to set up your team on Criteria Hub. 

You can begin this process when you have logged in at least once and completed the first step. 

Create a team
From the Dashboard click the red button 'Create a Team'. 

*Note if someone has already set up your team this option will not appear. If you think you should have management access get in touch with us on 01394 330840 and we can add you as an additional administrator.

There are two ways to set up your team depending upon if we have whitelisted your email extension (the part) or not. If your email address matches the whitelisted domain you can effectively self-certify your request. However, if it doesn't match you can still submit the request but we will need to give you a quick call to complete the process (or you can call us).

If your email domain is whitelisted

Click on 'Get Started' to begin creating your team

To confirm you are going to be the person managing the team click 'Yes'.

Confirm your firm name and FCA number is correct, click 'Complete Setup'

Congratulations, you've set up your team!

If you're not the person who will be managing the team click 'No'. 

You will then be able to provide the name and contact detail for the person we should contact.

Thanks we'll be in touch shortly

If your email domain is not whitelisted

Enter the details of the person who we can contact (this can be yourself) to complete the set up (you can call us if you're in a hurry on 01394 330840).

Thanks we'll be in touch shortly

Once team set up is complete

This screen is where you can manage your team and begin inviting your colleagues. You can invite your team members by inputting their First Name, Surname and email address below. This will send them an email invitation to join your Criteria Hub team.

This completes the process of setting up a team, to learn to more about team plans and managing your team read our articles on Selecting a team plan and Managing your team

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