Video to be added soon by customer success team
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 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
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Each user can belong to only one team at a time.
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Changing a user’s assigned team automatically removes the previous one.
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 views become available in both the Request (RFQ) and Order (PO) tabs:
1. Focused View
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Shows only the RFQs and POs created by the user.
2. Team View
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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:
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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 questions please contact us at customerservice@axya.co.