Manage Members

To manage members of a team:

  1. Go to the Team List page.

(Administration >> Manage Teams >> Team List Tab)

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Manage Teams Page

 

  1. Perform a search.  Refer to the Search Teams topic for the steps.

 

  1. On the Search Results list, mark the checkbox of the Teams Name to manage its members.

 

  1. Click Manage Member(s).  The Assign to Team(s) Window will be displayed.

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Assign to Team(s) Window

 

  1. To add members to a team, select the team member’s name from the User List box, or enter the team member’s name in the field to search for it.

 

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The user may select multiple names from the User List box by pressing the Ctrl key while clicking on the names.

The User List box contains the names of Active users only.

 

  1. After selecting the names, click image252.gif to move the names into the Team Name box.

 

To remove a member from the team, select the name from the Team Name box and then click image253.gif.  The selected name will be moved back to the User List box.

 

  1. Once done, click OK.  The team members list is now updated.

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Updated Team Members

 

Next: Case Access Restriction