To add teams and members:
Name
Description
Roles
Select a module, and then select roles for the team: Preparer, Reviewer, Viewer, or Commentator.
Members
Note:
Search results will not include other team IDs or group IDs.
Teams do not grant roles to member IDs; member IDs must already be provisioned with the necessary roles.
To add members:
In Members, click Actions, and then Add.
Enter the partial or full First Name, Last Name, or click Search to select names.
In Search Results, click Add, or Add All to add the selections to the Selected list.
Other team members can then claim the reconciliations.