How To: Use Team Views

Team View is a dashboard that allows Underwriting team members and managers to monitor Risk Scorecard Applications.
Users: Underwriters (Publishers) and Managers (Company Admins).

The Requirements in order to see this are as follows:

• Utilization of ScanX Risk Scorecard

• User must be part of The Underwriting “Team”

• If you do not meet the above criteria, please submit a request to support@agreementexpress.com to enable Team Views.

I. Video

Navigating Team View

1. Access Team View by selecting “Team View” in the left hand panel of your workspace

2. Click Filters: each column can be filtered by selecting the 3-bar menu next to each column sub-header

3. Save: There is an option to save each filtered view and/or set the view as the default view.

4. Search: Use the View dropdown to select saved views or the Search bar to search for a scorecard/merchant

5. Update:

Save: New View

Save as: Saves changes to a view

Rename: Rename a view

6. Sorting: Using Group Toggle, sort Status by Underwriter, last updated date, and created date

EG: Sort by Status

How to Assign Underwriters

1. Go to the Assigned Underwriter Column

2. Hover over any Open Scorecard and select the pen icon and assign

How To: Create Custom Views

 Users can remove, add and change columns on each view to further create a custom view

• Make sure you are on the correct View that is being customized

• To Remove a column: Select column header and drag above the group bar

• To Add a Column:

1. Select the 3-bar menu next to the column header

2. Go to the 9-dot menu on the far left. Add and/or remove the desired column headers

How To: Extract Data

Easily Right Click on the data, and choose 1 of 3 file options: CSV, .xlsx, .xml
The downloaded file will appear in your "downloaded files" folder.

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