Adding Teams and Members for Supplemental Data Manager

You can create teams specifically for Supplemental Data, for example, for working on Supplemental Data forms. You can then determine which users or teams can claim a form, and from Access, you can assign teams for workflow stages. Each team is assigned a role. By default, the User role is created.

When adding teams, you should maintain unique names for User IDs and teams. Do not add a team that has the same name as a User ID.

To add teams and members for Supplemental Data:

1. On the Home page, click Tools, and then click Access Control.
2. Click the Teams tab, and then click New.
3. Enter a Name and Description for the team.
4. Select the Supplemental Data tab.
5. Select User.
6. To add members:
   1. From the Members section, click Add.
   2. Enter the partial or full First Name, Last Name, or select Search to select the names.
   3. In the Search Results section, select Add, or Add All to add the selections to the Selected list.
   4. Click OK.
7. On the Define 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.

8. Click OK.