- 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:
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Name
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Description
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Select the Task Manager tab and then select one or more roles for the team:
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Administrator
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Power User
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User
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Viewer
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To add members:
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Under Members, click
Add.
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Enter the partial or full First Name, Last Name, or click Search to select the names.
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In the Search Results section, click Add, or Add All to add the selections to the Selected list.
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Click OK.
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- 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.