Adding Users to Existing Teams

This topic outlines how to add users to existing teams, making sure that the right users are assigned to teams, allowing them to assume roles such as Preparer or Approver for journal entries.

To add users to teams:

1. From Manage Teams, select a team, then in Members, 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.