Set Up And Coordinate Your Team
Register the right workspace, complete authority checks and manage your team, catalogue and incoming work.
Video Walkthrough
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Illustrated walkthrough with synthetic English narration. Captions are available in all five interface languages.
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The narration follows the step titles and descriptions below.
- Choose The Right Workspace
Open the profile menu and choose Add Or Manage Profiles. Use Register An Organisation for a business or agency, or Register A Community for a community group. For a sales team, open Organisations, then Register A Sales Team.
- Submit And Await Verification
A business applicant must be an owner, partner, director or authorised CEO. Submit the organisation details and your role. The record is created first; management access requires genuine authority verification.
- Set Your Overview
Once approved, select the named organisation and open its workspace. In Overview, add a description, set operating hours and choose whether you are accepting requests.
- Build Your Team
Use Team to view the structure, invite members and organise reporting lines. Review people awaiting approval before granting access. Managers see permitted work schedules, not personal appointment details.
- Prepare Your Catalogue
Add relevant products or services with a picture, name, price and quantity or frequency where applicable. Check publication settings. Customers choose items; the organisation allocates the provider.
- Allocate Work And Make Plans
Review incoming appointments or service calls. Choose an eligible provider manually or use automatic allocation where available. Resolve schedule conflicts and operating-hours warnings. Use Make A Plan for the organisation’s own activities.
Independent Sales Teams
A sales-team workspace does not require its own UEN. Its leader’s identity, sales affiliation and leadership must be genuinely verified. Linking an existing independent team to a company requires a verified relationship and the team leader’s confirmation.
Step-by-Step Guide
Choose The Right Workspace
Add Or Manage ProfilesOrganisationsOpen the profile menu and choose Add Or Manage Profiles. Use Register An Organisation for a business or agency, or Register A Community for a community group. For a sales team, open Organisations, then Register A Sales Team.
Submit And Await Verification
RegistrationAuthority reviewA business applicant must be an owner, partner, director or authorised CEO. Submit the organisation details and your role. The record is created first; management access requires genuine authority verification.
Set Your Overview
WorkspaceOverviewOnce approved, select the named organisation and open its workspace. In Overview, add a description, set operating hours and choose whether you are accepting requests.
Build Your Team
TeamPeopleUse Team to view the structure, invite members and organise reporting lines. Review people awaiting approval before granting access. Managers see permitted work schedules, not personal appointment details.
Prepare Your Catalogue
CatalogueProductsServicesAdd relevant products or services with a picture, name, price and quantity or frequency where applicable. Check publication settings. Customers choose items; the organisation allocates the provider.
Allocate Work And Make Plans
AppointmentsMake A PlanReview incoming appointments or service calls. Choose an eligible provider manually or use automatic allocation where available. Resolve schedule conflicts and operating-hours warnings. Use Make A Plan for the organisation’s own activities.
Ready to Try?
Open COORDUS, choose the correct profile and follow the steps at your own pace.