Pair advisors as duos
A duo is two advisors who run appointments together. They log a joint case once, and each of them gets half the points and half the FYC.
Members can pair themselves, but the ones who’d gain most rarely get round to it.
The Duos tab at /tracker/admin/duos lets you set it up for them in one step.
It’s the one admin tab an agency Manager or Owner can open, even without district admin rights. A district admin sees everyone in the district. A Manager or Owner sees the members of their own agency.
Pair two advisors
Section titled “Pair two advisors”To create a duo:
- Open
Duos. - Pick someone under
First advisor. - Pick someone under
Second advisor. - Press
Pair them.
Pairing is instant. There’s no invite, and neither advisor has to accept. Both get a notification saying who they’re tag-teaming with, which opens their duo page.
The line under the button says so before you press it: pairing takes effect immediately, and each partner gets half of every joint case.
Both dropdowns only offer people who have no partner yet. Once somebody is picked
on one side, they drop off the other. If fewer than 2 people are free, the card
says Only one person is free. or Everyone in your team is already tag-teaming.
Note that you can only pair 2 people you manage. The app refuses anyone outside your reach, and names the person when one of them already has a partner.
Read the pairs you have
Section titled “Read the pairs you have”Current tag-teams lists every active pair, with the count beside it. Each card
names both people, reads Tag-teaming since and the date, and carries an Active
badge.
Type into Find a name to jump to one pair. A search that matches nobody reads
No tag-team matches that name.
Break a pair up
Section titled “Break a pair up”Press Unpair on the pair’s card. It happens at once, and the message confirms it.
Unpairing only stops future joint logging. Every case they already logged together keeps its halves, and nothing is recalculated.
Can one advisor have 2 partners?
Not from this tab. It only pairs people with no partner. An advisor can add more partners themselves from their own duo page.
Do the advisors have to be in the same agency?
No, but a Manager or Owner can only pick people from agencies they manage. A district admin can pair any 2 people in the district.
If I unpair them by mistake, can I undo it?
Pair them again. The new pact starts from that moment, and the cases they logged together before are still split.
What do the advisors see once they’re paired?
A shared duo page and a partner button on the Log page. See
Pair up as a duo.