Add Team Members to a Service Request

It's easy to add team members to a service request.

You can click the Team tab on the Edit Service Request page to see the members of your team that are already assigned, then use the following procedure to add new members, or, if necessary, remove members. One thing you can't do, though, is remove the SR's primary contact.

1. On the Team tab, click Add Team Members.

2. On the Add Team Members page, search for the user that you want to add.

3. Select one or more users that you want to add from the Search Results section.

4. Click Apply to add the users to the team.

5. Click OK to close the Add Team Members page.

After you add users to the team, you can assign the SR to a specific user by selecting the Assigned To column for the user.