- Administering Financial Consolidation and Close
- Managing Teams for Task Manager
- Adding Teams and Members for Task Manager
Adding Teams and Members for Task Manager
To add teams and members:
- On the Home page, click Tools.
- Click Access Control.
- Click the Teams tab.
- Click New.
- On the Define Team screen, for each team, enter:
-
Name
-
Description
-
Select the Task Manager tab and then select one or more roles for the team:
-
Administrator
-
Power User
-
User
-
Viewer
-
-
To add members:
-
Under Members, click Add.
-
Enter the partial or full First Name, Last Name, or click Search to select the names.
-
In the Search Results section, click Add, or Add All to add the selections to the Selected list.
-
Click OK.
-
-
- On the Team dialog box, select Primary User to have the tasks default to a Claimed status with that user.
Note:
Other team members can then claim the task.
- Click OK.