Who can use this feature?
System & User administrators only
Why Migrate?
Client teams will make it simpler to manage your client relationships. Clients can be assigned to a client team and will instantly have those contacts accessible to them on Qwil, rather than having to add each staff to each client individually. You would only need to set up a handful of client teams, rather than one Contact Book per client! Replicate your coverage model in one smooth swoop; read more about client teams.
What will migrating to client teams mean?
All old contact books will be deleted and clients will be assigned to one client team by default. This "Default Client team" will initially consist of only the administrator performing the action, and any staff in your organisation that service all clients should be added to the default group. At this point new teams can be created. All you will have to do is add your staff members to the client team, and then assign clients to their respective teams.
After Migrating
Going forward when inviting new clients, you can very simply add them to the appropriate client team. If your coverage model changes, you can very simply move clients or staff from one team to the next.
Before migrating there is one key thing to consider. That is, does your coverage model consist of multiple client teams servicing subsections of your clients? If only one team services your entire client bank, i.e everyone in your team works with all of your clients, then migrating will be only a few clicks. If you do have multiple teams and a large number of clients onboarded to Qwil, it will definitely be worth preparing for a CSV Client team upload.
Migrating to client teams if your business has one team that deals with all clients
This is appropriate if your entire team service all of your clients, and all your staff should see all your clients on Qwil.
- From your desktop, click on the admin menu
- Click on Client Teams in the left side menu
- Before you carry out this next step, it is important to note that once you migrate your teams, all contact books will be deleted and all your clients will be added to a default client team, where you are the only member. You will need to assign the rest of your staff to the default client team so access is restored.
- Click on Migrate and confirm
- Once you have migrated, click back into Client Teams, you will see that there is only one default client team set up.
- Click into this team and then click Add members
- Add the rest of your team
Migrating To Client Teams If You have Multiple Teams Servicing Their Own Clients
It is crucial to be prepared to assign clients to their new groups after the migration. You will be able to do this manually by adding users to client teams. However if you have a larger number of clients it is likely a CSV upload will be necessary. Read our guide on preparing your client teams CSV upload for migration.
Migrate to Client Teams
Note: Please ensure you have prepared your CSV before taking this step.
- From your desktop, click on the admin menu
- Click on Client Teams.
- Click Create and set a name for your client team.
- Click on add members and add the appropriate staff users to their team
- Repeat steps 3 & 4 until you have set up all your staff users into their teams
- Click on Client Teams in the left side menu
- Before you carry out this next step, it is important to note that once you migrate your teams, all contact books will be deleted and all your clients will be added to a default client team, where you are the only member. You will need to assign the clients to their teams after you migrate to restore your coverage model.
- Click on Migrate and type confirm
- Click on Client Teams in the menu and click import, and from the dropdown select, import client team members. Select the CSV file you prepared beforehand.
- Click Import
- Your client teams will be updated to represent your coverage model!
Note: Use the Add Members button once the client team has been created to add the staff users who will be accessible to the client members.