Managing Team Members - Revision history

Shefali DK at 15:35, 31 January 2022

2022-01-31T15:35:11Z

Shefali DK at 14:27, 31 January 2022

2022-01-31T14:27:59Z

AmolR at 06:42, 21 January 2022

2022-01-21T06:42:05Z

WikiSysop at 07:13, 15 December 2021

2021-12-15T07:13:44Z

WikiSysop at 05:23, 24 November 2021

2021-11-24T05:23:28Z

WikiSysop at 04:18, 24 November 2021

2021-11-24T04:18:19Z

WikiSysop at 17:16, 23 November 2021

2021-11-23T17:16:32Z

WikiSysop at 12:15, 8 June 2021

2021-06-08T12:15:33Z

WikiSysop at 12:15, 8 June 2021

2021-06-08T12:15:00Z

WikiSysop at 12:10, 8 June 2021

2021-06-08T12:10:55Z

@@ Line 58: / Line 58: @@
 </div>
 When multiple user groups are added as an ad-hoc approvers or reviewers to the agreement, then approval of the agreement is determined by the combined result of actions taken by users from each group following the minimum required approvals setting.
 == Removing Team Members ==
@@ Line 69: / Line 70: @@
 #The Send Notification checkbox is selected by default, so users that are removed receive a notification to that effect. Clear the checkbox if you wish to disable the notifications.
 #'''Click'''&nbsp;"Submit"''&nbsp;''to remove the user.&nbsp; &nbsp;&nbsp;
 '''Related Topics:''' [[Agreement_Details_Page|Agreement Details]]&nbsp; |&nbsp; [[Team|Team]]&nbsp;&nbsp;

@@ Line 4: / Line 4: @@
 Team members can be added from either the "Team"&nbsp;or the agreement "Details&nbsp;page. Approvers can be added to the team either manually or by creating an approver role.&nbsp;You can add, remove and arrange approvers in the order in which they should be approving, if you have the add/remove team privilege. These privileges are provided by the ICI&nbsp;Administrator.&nbsp;
 <div class="note-box">'''Note''': If you want that the logged-on user should not be able to add self for any roles in the team, then the Administrator can set ''No'' for “Allow adding self in the agreement team in any role”.</div>
 == Adding Team Members ==
@@ Line 10: / Line 11: @@
 . '''Click'''&nbsp;the "Agreements"&nbsp;tile on the "Home" page. The "Agreements" page opens.
-.'''Click''' the "View Details"&nbsp;icon next to the Agreement you would like to manage the approvers for.
+.&nbsp;'''Click''' the "View Details"&nbsp;icon next to the Agreement you would like to manage the approvers for.
-.'''Click'''&nbsp;"Team"&nbsp;in the left pane. This displays all the existing team members for that&nbsp;Agreement.
+.&nbsp;'''Click'''&nbsp;"Team"&nbsp;in the left pane. This displays all the existing team members for that&nbsp;Agreement on the right.
-.'''Click'''&nbsp;"ADD NEW MEMBER". The "Add User" window opens.
+.&nbsp;'''Click'''&nbsp;"Add New&nbsp;Member" on the top right. The "Add User" drawer opens.
-<div class="image-green-border">[[File:Agreement-Team1.png|720px]]</div>
+<div class="image-green-border">[[File:Agreement-Team1.png|720px|Agreement-Team1.png]]</div>
 . '''Select''' a user or user group. For example, Legal Approvers&nbsp;user group''.&nbsp;''
@@ Line 33: / Line 34: @@
 *Sales Approver
 <div class="note-box">'''Note:'''&nbsp;A Secondary Owner can add another Secondary Owner to the Agreement Contract Type team, if required.</div>
-&nbsp;
+&nbsp;Selecting&nbsp;a role of an approver displays a step number field. This step number is mandatory and controls the sequence of approvals if there are multiple approvers. The&nbsp;approval flows sequentially according to the step number.
-<div class="image-green-border">[[File:8.0-Add Team 2.PNG|720px|8.0-Add Team 2.PNG]]</div>
-&nbsp;Selecting&nbsp;a role of an approver, displays a step number field. This step number is mandatory and controls the sequence of approvals if there are multiple approvers. The&nbsp;approval flows sequentially according to the step number.
 . '''Select '''a "Step Number". For example, 1.
 . '''Type '''related comments in the "Add Note" box. These can be specific to the type of approvals that are expected from the selected user.
-<div class="image-green-border">[[File:AddUserDetails.png|720px]]</div>
+<div class="image-green-border">[[File:AddUserDetails.png|720px|AddUserDetails.png]]</div>
 The "Send Notification" checkbox is selected by default, so users added as Approvers receive a notification to that effect. Uncselect it if you wish to disable the notifications. Note that only users that are manually added receive the notifications.
@@ Line 52: / Line 51: @@
 <div class="note-box">Note: This configuration of required number of approvals is available for Agreement/amendment, contract request, association, masterdata, sub-roles and SDFC, MSCRM Integration.&nbsp;</div>
 .'''Click'''&nbsp;"Add". The users just added are displayed under Team.
-<div class="image-green-border">[[File:UserAddedtoTeam.png|720px]]</div> <div class="note-box">
+<div class="image-green-border">[[File:UserAddedtoTeam.png|720px|UserAddedtoTeam.png]]</div> <div class="note-box">
 '''Note:''' If you are adding a user:

@@ Line 4: / Line 4: @@
 Team members can be added from either the "Team"&nbsp;or the agreement "Details&nbsp;page. Approvers can be added to the team either manually or by creating an approver role.&nbsp;You can add, remove and arrange approvers in the order in which they should be approving, if you have the add/remove team privilege. These privileges are provided by the ICI&nbsp;Administrator.&nbsp;
 <div class="note-box">'''Note''': If you want that the logged-on user should not be able to add self for any roles in the team, then the Administrator can set ''No'' for “Allow adding self in the agreement team in any role”.</div>
 == Adding Team Members ==
@@ Line 17: / Line 15: @@
 .'''Click'''&nbsp;"ADD NEW MEMBER". The "Add User" window opens.
-<div class="image-green-border">[[File:8.0-Add Team 1.PNG|720px|8.0-Add Team 1.PNG]]</div>
+<div class="image-green-border">[[File:Agreement-Team1.png|720px]]</div>
 . '''Select''' a user or user group. For example, Legal Approvers&nbsp;user group''.&nbsp;''
@@ Line 36: / Line 34: @@
 <div class="note-box">'''Note:'''&nbsp;A Secondary Owner can add another Secondary Owner to the Agreement Contract Type team, if required.</div>
 &nbsp;
-<div class="image-green-border">[[File:8.0-Add Team 2.PNG|720px|8.0-Add Team 2.PNG]]&nbsp;</div>
+<div class="image-green-border">[[File:8.0-Add Team 2.PNG|720px|8.0-Add Team 2.PNG]]</div>
-&nbsp;
+&nbsp;Selecting&nbsp;a role of an approver, displays a step number field. This step number is mandatory and controls the sequence of approvals if there are multiple approvers. The&nbsp;approval flows sequentially according to the step number.
-−
 Selecting&nbsp;a role of an approver, displays a step number field. This step number is mandatory and controls the sequence of approvals if there are multiple approvers. The&nbsp;approval flows sequentially according to the step number.
 . '''Select '''a "Step Number". For example, 1.
 . '''Type '''related comments in the "Add Note" box. These can be specific to the type of approvals that are expected from the selected user.
+<div class="image-green-border">[[File:AddUserDetails.png|720px]]</div>
 The "Send Notification" checkbox is selected by default, so users added as Approvers receive a notification to that effect. Uncselect it if you wish to disable the notifications. Note that only users that are manually added receive the notifications.
@@ Line 53: / Line 49: @@
 .&nbsp;'''Choose''' either "All"''or "Any"'' to select the number of users depending on your requirements in the "Need Approval From" column for each user group. The "Minimum Required" field is enabled when you select "Any" option.''&nbsp;''
-.&nbsp;'''Set''' the "Minimum Required"number of approvals from the total users in a group to move the entity to approved state. By default, the minimum value is 1, whereas the maximum limit will be the total number of users in the respective user group''.<br/> &nbsp;''
+.&nbsp;'''Set''' the "Minimum Required"number of approvals from the total users in a group to move the entity to approved state. By default, the minimum value is 1, whereas the maximum limit will be the total number of users in the respective user group''.''
-<div class="image-green-border">&nbsp;</div> <div class="note-box">Note: This configuration of required number of approvals is available for Agreement/amendment, contract request, association, masterdata, sub-roles and SDFC, MSCRM Integration.&nbsp;</div>
+<div class="note-box">Note: This configuration of required number of approvals is available for Agreement/amendment, contract request, association, masterdata, sub-roles and SDFC, MSCRM Integration.&nbsp;</div>
 .'''Click'''&nbsp;"Add". The users just added are displayed under Team.
-<div class="image-green-border">[[File:8.0-Add Team 3.PNG|720px|8.0-Add Team 3.PNG]]</div>
+<div class="image-green-border">[[File:UserAddedtoTeam.png|720px]]</div> <div class="note-box">
-&nbsp;
 <div class="note-box">
 '''Note:''' If you are adding a user:
@@ Line 65: / Line 59: @@
 </div>
 When multiple user groups are added as an ad-hoc approvers or reviewers to the agreement, then approval of the agreement is determined by the combined result of actions taken by users from each group following the minimum required approvals setting.
 == Removing Team Members ==
@@ Line 78: / Line 70: @@
 #The Send Notification checkbox is selected by default, so users that are removed receive a notification to that effect. Clear the checkbox if you wish to disable the notifications.
 #'''Click'''&nbsp;"Submit"''&nbsp;''to remove the user.&nbsp; &nbsp;&nbsp;
 '''Related Topics:''' [[Agreement_Details_Page|Agreement Details]]&nbsp; |&nbsp; [[Team|Team]]&nbsp;&nbsp;

@@ Line 77: / Line 77: @@
 #'''Click''' next to the Approver that you wish to remove. Note that you can remove only one user at a time. This opens a dialog box where you musty enter comments for why the user is being removed from the team. Type the required comments.
 #The Send Notification checkbox is selected by default, so users that are removed receive a notification to that effect. Clear the checkbox if you wish to disable the notifications.
-#'''Click'''&nbsp;"Submit"''&nbsp;''to remove the user.
+#'''Click'''&nbsp;"Submit"''&nbsp;''to remove the user.&nbsp; &nbsp;&nbsp;
 &nbsp;

@@ Line 18: / Line 18: @@
 .'''Click'''&nbsp;"ADD NEW MEMBER". The "Add User" window opens.
 <div class="image-green-border">[[File:8.0-Add Team 1.PNG|720px|8.0-Add Team 1.PNG]]</div>
-. '''Select''' a user or user group. For example, Legal Approvers''user group.&nbsp;''
+. '''Select''' a user or user group. For example, Legal Approvers&nbsp;user group''.&nbsp;''
 . '''Select '''the role that the user should have. For example, Approver.
@@ Line 51: / Line 51: @@
 .&nbsp;'''Click "'''Next". The "Add User"''window displays the details of the selected user groups and provides options to configure the number of required approvals.''
-.&nbsp;'''Choose''' either "All"''or "Any" to select the number of users depending on your requirements in the "Need Approval From" column for each user group. The "Minimum Required" field is enabled when you select "Any" option.&nbsp;''
+.&nbsp;'''Choose''' either "All"''or "Any"'' to select the number of users depending on your requirements in the "Need Approval From" column for each user group. The "Minimum Required" field is enabled when you select "Any" option.''&nbsp;''
-.&nbsp;'''Set''' the "Minimum Required"''number of approvals from the total users in a group to move the entity to approved state. By default, the minimum value is 1, whereas the maximum limit will be the total number of users in the respective user group.<br/> &nbsp;''
+.&nbsp;'''Set''' the "Minimum Required"number of approvals from the total users in a group to move the entity to approved state. By default, the minimum value is 1, whereas the maximum limit will be the total number of users in the respective user group''.<br/> &nbsp;''
 <div class="image-green-border">&nbsp;</div> <div class="note-box">Note: This configuration of required number of approvals is available for Agreement/amendment, contract request, association, masterdata, sub-roles and SDFC, MSCRM Integration.&nbsp;</div>
 .'''Click'''&nbsp;"Add". The users just added are displayed under Team.

@@ Line 2: / Line 2: @@
 = Managing Team Members =
-Team members can be added from either the [[Team|Team]]&nbsp;or the [[Agreement_Details_Page|Agreement Details]] pages. Approvers can be added to the team either manually or by [[Create_an_Approval_Rule|creating an&nbsp;approver rule]].&nbsp;You can add, remove and arrange approvers in the order in which they should be approving, if you have the add/remove team privilege. These privileges are provided by the ICI&nbsp;Administrator.&nbsp;
+Team members can be added from either the "Team"&nbsp;or the agreement "Details&nbsp;page. Approvers can be added to the team either manually or by creating an approver role.&nbsp;You can add, remove and arrange approvers in the order in which they should be approving, if you have the add/remove team privilege. These privileges are provided by the ICI&nbsp;Administrator.&nbsp;
 <div class="note-box">Note: If you want that the logged-on user should not be able to add self for any roles in the team, then the Administrator can set ''No'' for “Allow adding self in the agreement team in any role”.</div>
 &nbsp;
@@ Line 10: / Line 10: @@
 Follow these steps to add users manually:
-. '''Click'''&nbsp;the&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;tile on the Home page. The [[Agreements|Agreements]]&nbsp;page opens.
+. '''Click'''&nbsp;the "Agreements"&nbsp;tile on the "Home" page. The "Agreements" page opens.
-.'''Click''' the ''View Record'''''&nbsp;'''[[File:View.png|RTENOTITLE]]&nbsp;icon next to the Agreement you would like to manage the approvers for.
+.'''Click''' the "View Details"&nbsp;icon next to the Agreement you would like to manage the approvers for.
-.'''Click''' ''Team''&nbsp;in the left pane. This displays all the existing team members for that&nbsp;Agreement.
+.'''Click'''&nbsp;"Team"&nbsp;in the left pane. This displays all the existing team members for that&nbsp;Agreement.
-.'''Click''' the ''Add Team'' [[File:Add icon.jpeg|RTENOTITLE]]&nbsp; icon. The ''Add User'' window opens.
+.'''Click'''&nbsp;"ADD NEW MEMBER" . The "Add User" window opens.
-<div class="image-green-border">[[File:7.16 no of approvers 1.png|720px|7.16 no of approvers 1.png]]</div>
+<div class="image-green-border">[[File:8.0-Add Team 1.PNG|720px|8.0-Add Team 1.PNG]]</div>
-. '''Select''' a user or user group. For example, ''Legal Approvers ''user group.&nbsp;
+. '''Select''' a user or user group. For example, Legal Approvers''user group.&nbsp;''
-. '''Select '''the role that the user should have. For example, ''Approver''.
+. '''Select '''the role that the user should have. For example, Approver.
 You can add a single user or a user group at a time. The role can be one of the following:
-*''Approver''
+*Approver
-*''Business Owner''
+*Business Owner
-*''Contract Admin''
+*Contract Admin
-*''Contributor''
+*Contributor
-*''Document Owner''
+*Document Owner
-*''External Reviewer''
+*External Reviewer
-*''Internal Signatory&nbsp;&nbsp; &nbsp;''
+*Internal Signatory&nbsp;&nbsp; &nbsp;
-*''Observer''
+*Observer
-*''Secondary Owner''
+*Secondary Owner
-*''Sales Approver''
+*Sales Approver
 <div class="note-box">'''Note:'''&nbsp;A Secondary Owner can add another Secondary Owner to the Agreement Contract Type team, if required.</div>
 &nbsp;
-<div class="image-green-border">[[File:7.16 no of approvers 2.png|720px|7.16 no of approvers 2.png]]&nbsp;</div>
+<div class="image-green-border">[[File:8.0-Add Team 2.PNG|720px|8.0-Add Team 2.PNG]]&nbsp;</div>
 &nbsp;
 Selecting&nbsp;a role of an approver, displays a step number field. This step number is mandatory and controls the sequence of approvals if there are multiple approvers. The&nbsp;approval flows sequentially according to the step number.
-. '''Select '''a ''Step Number''. For example, ''1''.
+. '''Select '''a "Step Number". For example, 1.
-. '''Type '''related comments in the ''Add Note'' box. These can be specific to the type of approvals that are expected from the selected user.
+. '''Type '''related comments in the "Add Note" box. These can be specific to the type of approvals that are expected from the selected user.
-&nbsp;
+The "Send Notification" checkbox is selected by default, so users added as Approvers receive a notification to that effect. Uncselect it if you wish to disable the notifications. Note that only users that are manually added receive the notifications.
-−
-The&nbsp;''Send Notification'' checkbox is selected by default, so users added as Approvers receive a notification to that effect. Uncselect it if you wish to disable the notifications. Note that only users that are manually added receive the notifications.
 When you select the role which requires any kind of approval and user groups as approvers, the Next button is displayed to set further details of approval process for selected user groups.
-&nbsp;
+.&nbsp;'''Click "'''Next". The "Add User"''window displays the details of the selected user groups and provides options to configure the number of required approvals.''
-−
-.&nbsp;'''Click '''''Next''. The ''Add User ''window displays the details of the selected user groups and provides options to configure the number of required approvals.
-.&nbsp;'''Choose''' either ''All ''or ''Any'' to select the number of users depending on your requirements in the ''Need Approval From'' column for each user group. The ''Minimum Required'' field is enabled when you select ''Any'' option.&nbsp;
+.&nbsp;'''Choose''' either "All"''or "Any" to select the number of users depending on your requirements in the "Need Approval From" column for each user group. The "Minimum Required" field is enabled when you select "Any" option.&nbsp;''
-.&nbsp;'''Set''' the ''Minimum Required ''number of approvals from the total users in a group to move the entity to approved state. By default, the minimum value is ''1'', whereas the maximum limit will be the total number of users in the respective user group.<br/> &nbsp;
+.&nbsp;'''Set''' the "Minimum Required"''number of approvals from the total users in a group to move the entity to approved state. By default, the minimum value is 1, whereas the maximum limit will be the total number of users in the respective user group.<br/> &nbsp;''
-<div class="image-green-border">[[File:7.16 no of approvers 3.png|720px|7.16 no of approvers 3.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">Note: This configuration of required number of approvals is available for Agreement/amendment, contract request, association, masterdata, sub-roles and SDFC, MSCRM Integration.&nbsp;</div>
+<div class="image-green-border">&nbsp;</div> <div class="note-box">Note: This configuration of required number of approvals is available for Agreement/amendment, contract request, association, masterdata, sub-roles and SDFC, MSCRM Integration.&nbsp;</div>
-.'''Click''' ''Add''. The users just added are displayed under Team.
+.'''Click'''&nbsp;"Add". The users just added are displayed under Team.
-<div class="image-green-border">[[File:7.16 no of approvers 4.png|720px|7.16 no of approvers 4.png]]</div>
+<div class="image-green-border">[[File:8.0-Add Team 3.PNG|720px|8.0-Add Team 3.PNG]]</div>
 &nbsp;
 <div class="note-box">
@@ Line 76: / Line 72: @@
 You can only remove the users that were manually added. Users and approvers defined by a rule cannot be removed. Follow these steps to remove users manually:
-#'''Click''' Agreement Management tile on My Dashboard. This opens the Agreements Page.
+#'''Click''' "Agreements" tile on "Home" page. The "Agreements" Page opens.
-#'''Click''' the View icon next to the Agreement you would like to manage the approvers for.
+#'''Click''' the "View Details" icon next to the Agreement you would like to manage the approvers for.
-#'''Click''' Team in the left pane. This displays all the existing team members for that Agreement.
+#'''Click'''&nbsp;"Team" in the left pane. This displays all the existing team members for that Agreement.
 #'''Click''' next to the Approver that you wish to remove. Note that you can remove only one user at a time. This opens a dialog box where you musty enter comments for why the user is being removed from the team. Type the required comments.
 #The Send Notification checkbox is selected by default, so users that are removed receive a notification to that effect. Clear the checkbox if you wish to disable the notifications.
-#'''Click''' ''Submit&nbsp;''to remove the user.
+#'''Click'''&nbsp;"Submit"''&nbsp;''to remove the user.
 &nbsp;