About Teams and Reconciliations

A team is provisioned with the User or Viewer role and can contain one or more users.

Then, instead of assigning the User or Viewer role to named users, the role is assigned to the team and all members in the team are assigned the role. A team with the User role will allow that team to be assigned as a preparer, reviewer, commentator, or viewer.

Because teams do not grant access to application roles or privileges, any user with the Teams-Manage application role can create and manage teams. This allows for a more distributed management of teams. For example, one or more people in each local office of an organization can manage teams. Teams are more appropriate for larger organizations with a decentralized management and where there is no need to assign access to users. For example, a Power User in Japan can manage a team of Preparers based in that country without affecting Reconciliations in other parts of the world.

When a reconciliation is created, the team membership is saved with the reconciliation. This helps keep the history accurate and reflect who was working on the reconciliation. However, if an administrator makes changes to the team membership and wants to see it applied to the existing reconciliation, you can use the Refresh Teams option from the Actions drop down on the reconciliation in order to update the membership list stored with the reconciliation.

If you delete a member from a team, and that member has already completed work on a reconciliation as a preparer or reviewer, the system still displays that user as Preparer (Actual) or Reviewer (Actual). This is in addition to the current Preparer or Reviewer.