Adding Teams and Members

You can create teams specifically for Supplemental Data Manager, for example, for working on Supplemental Data forms. You can then determine which users, can claim a form, and from Access, you can assign users, teams or groups for workflow stages. Each team or group is assigned a role. By default, the User role is created.

When adding teams and groups, you should maintain unique names for User IDs and teams. Do not add a team tor group that has the same name as a User ID.

To add teams and members for Supplemental Data:

1. In Tax Operations, click Manage, and then Teams.
2. Click Actions, and then New. The Define Team dialog is displayed.
3. For each team, enter:

   • Name

   • Description

   • Roles

     Select the Supplemental Data Manager tab and then select the role for the team.

   • Members

     Note:

     Search results will not include other team IDs or group IDs.

     Teams do not grant roles to member IDs, rather the member IDs must already be provisioned with the necessary roles.

     To add members:

     1. Under Members, click Actions, and then Add.

     2. Enter the partial or full First Name, Last Name, or click Search to select the names.

     3. In the Search Results section, click Add, or Add All to add the selections to the Selected list.

     4. Click OK.

4. On the Define Team dialog box, select Primary User in the Members section to have the forms default to a Claimed status with that user.

   Note:

   Other team members can then claim the form.

5. Click OK.