---
title: "Managing your teams, offices and branches"
description: "Learn how to manage your teams and offices within Qualy to streamline your workflow and improve reporting."
lang: "en"
url: https://qualyhq.com/training/preferences/managing-your-teams-offices-and-branches
---
## Site navigation

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# Managing your teams, offices and branches

> Organize your teams and streamline workflows with Qualy's team management feature.

## At a glance

- **Intended for:** Everyone
- **Available in:** All plans
- **Reading time:** 2 minutes
- **Last updated:** 31st May 2025

**Video:** https://www.loom.com/embed/a942bea4ba73443a8c4910ed0b97e2f9?sid=fa31bcda-ece3-4353-93af-527f9ee1dc02

## Managing Your Teams, Offices, and Branches in Qualy

You can manage your offices and branches within Qualy using the team management feature.  This is helpful even if you only have one office but have different internal teams (e.g., operations, sales).

## Creating a Team

To create a team, follow these steps:

1. Navigate to the team management section within Qualy.
2. Click "Create a new team".
3. Follow the on-screen prompts to complete the team creation.  You'll have several options available.

## Assigning Team Members and Setting Currency

Once created, you can assign team members to your new team.  Crucially, you can also set a preferred currency for the team.  >This means when team members create payments, the preferred currency (e.g., AUD) will be pre-selected, saving you time.

## Assigning Students to Teams (Future Feature)

Currently, assigning students to teams does not affect what students you can see.  However, this is a feature planned for the future. Once implemented, it will help Qualy determine which students specific users can see.

## Benefits of Using Team Management

Using Qualy's team management offers several benefits:

* **Improved Organization:** Manage colleagues across different time zones and branches more effectively.
* **Enhanced Reporting:** Qualy will generate reports showing which team is associated with a student, aiding internal controls and performance reviews.  For example, you'll be able to see easily how much AUD 1500 was processed by the "Sales Team".

> Remember, the team management feature is a powerful tool to streamline your workflow and improve your overall experience with Qualy.  Utilize it to enhance efficiency and reporting.

## Frequently asked questions.

### What if I only have one office?

You can still use the team management feature to organize your internal teams (e.g., operations, sales).

### How does team assignment affect student visibility?

Assigning students to teams helps Qualy determine which students specific users can see.  This is a future feature. Currently, it does not affect student visibility.

### How does this help with reporting?

Team assignments allow Qualy to generate reports showing student association with specific teams, useful for internal controls and performance reviews.

### Can I set a preferred currency for a team?

Yes, you can set a preferred currency for each team. This will pre-select the currency when team members create payments, saving time.

## Prefer doing this via the Qualy API?

Head over to our developer docs for everything you need—endpoints, examples, and simple how-tos.

[View API Docs](https://docs.qualyhq.com/docs/guides/creating-payment-intents)

## More on Qualy

**Industries**

- [For schools](/international-education/for-schools.md) — For intenrational education schools
- [For agents](/international-education/for-education-agents.md) — For international education agents

**Support**

- [Training](/training.md)
- [System status](https://qualyhq.statuspage.io/) — Qualy system status
- [Product updates](https://changelog.qualyhq.com) — As we work on Qualy, here we spotlight what we’ve learned and updated across our products
- [Contact](/contact-us.md)

**Product**

- [Demo](/demo.md)
- [Enterprise](/enterprise.md)
- [Testimonials](/testimonials.md) — Learn what some customers have to say about Qualy
- [About](/about.md) — Learn about Qualy's mission and values
- [Blog](/blog) — International education payments blog by Qualy
- [Trust center](/trust.md)
- [API](/api.md) — Qualy API for international education payments

**Legal**

- [General terms](/terms-and-conditions.md)
- [Payer terms](/terms-for-payers.md)
- [Privacy policy](/privacy-policy.md)
- [BECS DDR](/becs-dd-service-agreement.md)