In order to support the need for group access to workflows (for example, a Department or Business unit), we created a Team function. Teams allow administrators and finance people to access information all in one place. This includes information about a set of one or more workflows and in particular, the Roles and financial transaction information related to them. It’s at the Team level that bank account/ payout information is setup and managed. All workflow payments from one team will go into the same bank account.

If your organization has payments that should be sent to different accounts, a different Team should be created for each bank account. If payments from a workflow should go to that account, the workflow must be in that Team.

ClearForms sets a default description for the transfer from our payment processor to your bank account - it’s “ClearForms” + the beginning of the Team name related to that transfer. Unfortunately, banks only allow for 22 characters of description to be added to each funds transfer.

You can access the Team section of ClearForms to view and edit your teams via your the small account icon at upper right of your dashboard that opens a dropdown menu. Then select "teams" from the options list. 

Citygrows profile icon drop down

 Then select the team you want to configure. Here is what the Team section of ClearForms looks like:

From this screen you can access:

Workflows: See all the workflows associated with this Team. The only way to reactivate Archived workflows is via the Team Workflow page.

Roles: Review who is part of the default Team Roles (Team Owner and Team Member), add additional Roles to use for Financial and Review access, see and adjust Role permissions.

Billing: Add a payment method and view your subscription type

Payout Preferences:  Add your bank account in order to receive permit and license fee payments processed on ClearForms and set your statement descriptor for what appears on applicant's credit card statements. Set payout frequency.

Transaction History: View, search, and export data about permit, license and process fees and transactions

Charge Disputes: View and submit info to contest a charge dispute.

Organizations: Configure custom fields for Organizations and determine what will appear in the Team's Directory. Each team can have one set of configured Organizations. This feature allows businesses to reuse their information repeatedly across multiple applications. It's particularly useful if you will have the same applicants completing multiple submissions and/or you will be making use of Subprocesses to link connected applications.

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