The Team tab displays existing team members and along with their roles. On the Team tab, you can add, delete, assign a particular role for a member, enable, and disable a role for the member.
Following are the roles in the Team tab:
- Approver
- Business Owner
- Secondary Owner
- Contributor
- Observer
To add a team member:
1. Click File:Add team.jpeg next to Team. The Add User dialog box appears.
2. Click Select Role list to select a role.
| Note: When you select an Approver role in the Select Role list, a Step Number box appears. Type a number in the box. This number denotes the respective approver's hierarchy for an approval. |
3. Select a user from the user tiles. You can use scroll arrows to browse through the user tiles.
4. Click Add to add the user. The user name and the role appears as a tile.
5. Click File:Remove symbol.jpeg, if you want to remove a user from the list.
