Creating Teams and Adding Users

You can define a team with a name, description, and roles (Preparer or Approver), add members by searching for their names, and then select the primary user for default journal claims.

To create a team and add members:

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

   • Description

   • Roles

     Select a module, and then select roles for the team: Preparer or Approver.

   • Members

     To add members:

     1. In Members, click Add.

     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 journals default to a Claimed status with that user.

        Note:

        Other team members can then claim the journal.
     5. Click OK.