Creating a Team and Adding Users

1. On the Home page, select Tools , then Access Control, and then select Manage Teams.
2. On Manage Teams, click New.
3. For each team, on Define Team, enter the following:

   • Name

     Note:

     You cannot create a team using the same name as an existing user, group, or team.

     Note:

     You can create a team using the same name that you used earlier and deleted. Any objects that were previously linked to the deleted object will be associated with the new object.

   • Description

   • Roles

     Select a module, and then select roles for the team: User or Viewer. The User role allows the team to be assigned as a Preparer, Reviewer, 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:

     1. In Members, click Add.

        Note:

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

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

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

     4. Select Primary User to have the reconciliations default to a Claimed status with that user.

        Note:

        Other team members can then claim the reconciliations.

     5. Click OK.