1. Administering Account Reconciliation
  2. Performing Common Actions in Account Reconciliation Cloud
  3. Understanding Security in Account Reconciliation
  4. Using Teams
  5. Adding Users to an Existing Team

Adding Users to an Existing Team

To add users to teams:

  1. From Manage Teams, select a team, then in Members, either click the plus sign (+) or in Actions, click Add

  2. In Select Users, enter the partial or full First Name, Last Name, or click Search to select names.

  3. Optionally, click Details, to see information about that user to confirm it's the right user.
  4. Select the user and use the arrow keys to Add the user to the right hand column, then click OK.
  5. On Edit Team, click OK, then in Manage Teams, click Close.

Note:

An individual user can be assigned to a maximum of 1,000 teams, either directly or indirectly.