Manage teams on Axya

Creating a Team

To create a team in Axya, please contact customerservice@axya.co.

If your current subscription plan includes team functionality, our support team will create the team for you.

Once the team has been created, you can find the team information under:

Company Tab → Members Section

Assigning Roles and Teams

A new tab called “Profile Role” appears on the right side of the Members section.

This tab allows you to assign a team to each user in your company.

Assignment Rules

When assigning teams to users, the following rules apply:

• Each user can belong to only one team at a time.

• Changing a user’s assigned team automatically removes the previous assignment.

Example:
Switching a user from Supply Chain to Director removes the Supply Chain assignment.

Impact on Requests and Orders Views

Once a team is assigned, two new views become available in both the Request (RFQ) and Order (PO) tabs.

1. Focused View

Shows only the RFQs and POs created by the user.

2. Team View

Shows all RFQs and POs created by members of the user’s assigned team.

This ensures consistent visibility across the team without requiring multiple admin accounts.

Retroactive Assignment of Transactions

If a team is assigned to a user after they have already created RFQs or POs:

• All past transactions are automatically linked to the user’s newly assigned team.

This ensures complete and accurate visibility for the entire team.

If you have any additional question please contact us at customerservice@axya.co.