Managing Team Members[edit]


= 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 ICM Administrator.&nbsp;

Users with&nbsp;the privilege can add and remove users after an agreement is published.

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=== '''Adding Team Members''' ===

Follow these steps to add users manually:

#Click [[Agreement_Management|Agreement Management]]&nbsp;tile on [[My_Dashboard|My Dashboard]]. This opens the [[Agreements_Page|Agreements Page]]. 
#Click on the '''View&nbsp;'''[[File:View.png|RTENOTITLE]]&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 mambers for that&nbsp;Agreement. 
#Click on the '''Add''' [[File:Add icon.jpeg|RTENOTITLE]]&nbsp; icon. This opens the&nbsp;'''Add User''' dialog box. 
<div class="note-box">'''Note''': You can only add one user at a time.</div> <ol start="5">
<li>Select the user and the role that user should have. The role&nbsp;can be one of the following:</li>
</ol>
<ul style="margin-left: 80px;">
<li>Approver</li>
<li>Business Owner</li>
<li>Contract Admin</li>
<li>Contributor</li>
<li>Observer</li>
<li>Secondary Owner</li>
<li>Sales Approver</li>
<li>Secondary Owner</li>
</ul>
<ol start="6">
<li>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.</li>
<li>Type any comments box. These can be specific to the type of approvals that are expected from the selected user.</li>
<li>The&nbsp;'''Send Notification''' option is checked by default, so users added as Approvers receive a notification to that effect. Uncheck it if you wish to disable the notifications. Note that only users that are manually added receive the notifications.</li>
<li>Click '''Add'''. The users just added are displayed under Team.</li>
</ol>

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=== '''Removing Team Members''' ===

You can only remove the users that were manually added. Users and approvers [[Create_an_Approval_Rule|defined by a rule]] cannot be removed.&nbsp;Follow these steps to remove users manually:

#Click [[Agreement_Management|Agreement Management]]&nbsp;tile on [[My_Dashboard|My Dashboard]]. This opens the [[Agreements_Page|Agreements Page]]. 
#Click on the '''View&nbsp;'''[[File:View.png|RTENOTITLE]]&nbsp;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 [[File:No icon.jpg|RTENOTITLE]] next to the '''Approver'''&nbsp;that you wish to remove. This opens a dialog&nbsp;box where you musty enter comments for why the user is being removed from the team.&nbsp;Enter the required comments. 
#The&nbsp;'''Send Notification''' option is checked by default, so users that are removed receive a notification to that effect. Uncheck it if you wish to disable the notifications. 

{|
|-
| <div class="note-box">'''Note''': You can only remove one user at a time.</div> 
|}
<ol start="6">
<li>Click '''Submit'''&nbsp;to remove the user.</li>
</ol>

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'''Related Topics:'''&nbsp; [[Agreement_Details_Page|Agreement Details]] &nbsp;| &nbsp;[[Create_an_Approval_Rule|Creating a Rule]] &nbsp;

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