Creating Teams and Adding Users
To create a team and add members:
- On the Home page, select Tools, then Access Control, and then select Manage Teams.
- On Manage Teams, click New.
- For each team, on Define
Team, enter the following:
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Name
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Description
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Roles
Select a module, and then select roles for the team: Preparer or Approver.
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Members
To add members:
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In Members, click Add.
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Enter the partial or full First Name, Last Name, or click Search to select names.
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In Search Results, click Add, or Add All to add the selections to the Selected list.
- Select Primary User to
have the journals default to a Claimed status with
that user.
Note:
Other team members can then claim the journal. - Click OK.
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