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Adding members to the team

The members of the team can be defined when adding it or editing it later. To do that, perform the following steps:

1.In the Member tab on the team data screen, click on the button on the side toolbar.

2.In the Control field on the screen that will be opened, select the option that corresponds to the desired members of the team.

3.Use the search filters that will be enabled to easily locate the desired record. The available filters will vary according to the control selected in step 2.

4.Click on the toolbar button. The result will be displayed at the bottom of the screen.

5.If the selected control is:

▪Organizational unit: Check the desired business units and/or departments in the hierarchy that will be displayed. At the bottom of the screen, it is possible to check the "Consider sublevels" option for the sub-units of the checked organizational unit to also be considered as team members(1). Next to the hierarchy, the system also makes available buttons that allow checking(2) or unchecking all the sub-levels of a particular organizational unit.

▪Position, Department/Position, or User: Select the record that corresponds to the desired team member. If it is more than one member, check the first field next to each record or use the CTRL or SHIFT keys on your keyboard to select more than one record at once.

6.After that, save the record. Repeat the steps above to add all desired members.