From ICIHelp7.14
Jump to: navigation, search
 
(18 intermediate revisions by 3 users not shown)
Line 1: Line 1:
  
−
= <font face="Segoe UI">Managing Team Members</font> =
+
= Managing Team Members =
  
−
<font face="Segoe UI">Team members can be added from the [[Team|Team]] page. 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;</font>
+
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;
 +
<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''' ===
  
−
Users with&nbsp;the privilege can add and remove users a<font face="Segoe UI">fter an agreement is published.&nbsp;</font>
+
Follow these steps to add users manually:
  
−
'''Adding Team Members'''
+
#'''Click''' [[Agreement_Management|Agreement Management]]&nbsp;tile on [[My_Dashboard|My Dashboard]]. This opens the [[Agreements_Page|Agreements Page]].
 +
#'''Click''' 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 members for that&nbsp;Agreement.
 +
#'''Click''' the ''Add''&nbsp;[[File:Add icon.jpeg|RTENOTITLE]]&nbsp; icon. This opens the&nbsp;''Add User'' dialog box.&nbsp;
 +
#'''Select''' the user and the role that the user should have. You can only add one user at a time. The role&nbsp;can be one of the following:
 +
<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>
 +
</ul>
 +
<div class="note-box">'''Note:'''&nbsp;A Secondary Owner can add another Secondary Owner to the Agreement Contract Type team, if required.</div> <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'''&nbsp;related comments in the&nbsp;''Comments ''box. These can be specific to the type of approvals that are expected from the selected user.</li>
 +
<li>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.</li>
 +
<li>'''Click''' ''Add''. The users just added are displayed under Team.</li>
 +
</ol>
 +
<div class="note-box">
 +
'''Note:''' If you are adding a user:
  
−
<font face="Segoe UI">Follow these steps to add users manually:</font>
+
*who is already added in the team, the system displays an error message stating that the user is already available.
 +
*who is disabled, then a popup is displayed with an error message and an option to ''Enable'' the user.
 +
</div>  
 +
=== '''Removing Team Members''' ===
  
−
<font face="Segoe UI">1. Click [[Agreement_Management|Agreement Management]]&nbsp;tile on [[My_Dashboard|My Dashboard]]. This opens the [[Agreements_Page|Agreements Page]].</font>
+
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:
  
−
<font face="Segoe UI">2. Click on the '''View&nbsp;'''[[File:View.png|RTENOTITLE]]&nbsp;icon next to the Agreement you would like to manage the approvers for.</font>
+
#'''Click''' Agreement Management tile on My Dashboard. This opens the Agreements Page.
 +
#'''Click''' the View 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''' 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.
  
−
<font face="Segoe UI">3. Click '''Team'''&nbsp;in the left pane. This displays all the existing team mambers for that&nbsp;Agreement.</font>
+
&nbsp;
  
−
<font face="Segoe UI">4. Click on the '''Add''' [[File:Add icon.jpeg|RTENOTITLE]]&nbsp; icon. This opens the&nbsp;'''Add User''' dialog box.</font>
+
&nbsp;
  
−
{|
+
'''Related Topics:''' [[Agreement_Details_Page|Agreement Details]]&nbsp; |&nbsp; [[Team|Team]]&nbsp;&nbsp;
−
|-
+
−
| <font face="Segoe UI">'''Note''': You can only add one user at a time.</font>
+
−
|}
+
−
 
+
−
<font face="Segoe UI">5. Select the user and the role that user should have. The role&nbsp;can be one of the following:</font>
+
−
 
+
−
*<font face="Segoe UI">Approver</font>
+
−
*<font face="Segoe UI">Business Owner</font>
+
−
*<font face="Segoe UI">Contract Admin</font>
+
−
*Contributor
+
−
*Observer
+
−
*Secondary Owner
+
−
*<font face="Segoe UI">Sales Approver</font>
+
−
*<font face="Segoe UI">Secondary Owner</font>
+
−
 
+
−
<span style="font-family:">6. 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;</span><span style="font-family:">approval flows sequentially according to the step number.</span>
+
−
 
+
−
<font face="Segoe UI">7. Type any comments box. These can be specific to the type of approvals that are expected from the selected user.</font>
+
−
 
+
−
<font face="Segoe UI">8. The&nbsp;'''Send Notification''' option is checked by default, so users added as Approvers&nbsp;receive a notification to that effect. Uncheck it if you wish to disable the notifications. Note that only users that are manually added recevie the notifications.</font>
+
−
 
+
−
<font face="Segoe UI">9. Click '''Add'''. The users just added are displayed under Team.</font>
+
−
 
+
−
<font face="Segoe UI">'''Removing Team Members'''</font>
+
−
 
+
−
<font face="Segoe UI">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:</font>
+
−
 
+
−
<font face="Segoe UI">1. Click [[Agreement_Management|Agreement Management]]&nbsp;tile on [[My_Dashboard|My Dashboard]]. This opens the [[Agreements_Page|Agreements Page]].</font>
+
−
 
+
−
<font face="Segoe UI">2. Click on the '''View&nbsp;'''[[File:View.png|RTENOTITLE]]&nbsp;icon next to the Agreement you would like to manage the approvers for.</font>
+
−
 
+
−
<font face="Segoe UI">3. Click '''Team'''&nbsp;in the left pane. This displays all the existing team mambers for that&nbsp;Agreement.</font>
+
−
 
+
−
4.&nbsp;<font face="Segoe UI">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.</font>
+
−
 
+
−
<font face="Segoe UI">5. The&nbsp;'''Send Notification''' option is checked by default, so users that are removedf receive a notification to that effect. Uncheck it if you wish to disable the notifications.</font>
+
−
 
+
−
{|
+
−
|-
+
−
| <font face="Segoe UI">'''Note''': You can only remove one user at a time.</font>
+
−
|}
+
−
 
+
−
<font face="Segoe UI">4. Click '''Submit'''&nbsp;to remove the user.</font>
+

Latest revision as of 07:31, 13 March 2018

Managing Team Members

Team members can be added from either the Team or the Agreement Details pages. Approvers can be added to the team either manually or by creating an approver rule. 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. 

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”.

Adding Team Members

Follow these steps to add users manually:

  1. Click Agreement Management tile on My Dashboard. This opens the Agreements Page.
  2. Click the View RTENOTITLE icon next to the Agreement you would like to manage the approvers for.
  3. Click Team in the left pane. This displays all the existing team members for that Agreement.
  4. Click the Add RTENOTITLE  icon. This opens the Add User dialog box. 
  5. Select the user and the role that the user should have. You can only add one user at a time. The role can be one of the following:
  • Approver
  • Business Owner
  • Contract Admin
  • Contributor
  • Observer
  • Secondary Owner
  • Sales Approver
Note: A Secondary Owner can add another Secondary Owner to the Agreement Contract Type team, if required.
  1. Selecting 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 approval flows sequentially according to the step number.
  2. Type related comments in the Comments box. These can be specific to the type of approvals that are expected from the selected user.
  3. 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.
  4. Click Add. The users just added are displayed under Team.

Note: If you are adding a user:

  • who is already added in the team, the system displays an error message stating that the user is already available.
  • who is disabled, then a popup is displayed with an error message and an option to Enable the user.

Removing Team Members

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:

  1. Click Agreement Management tile on My Dashboard. This opens the Agreements Page.
  2. Click the View icon next to the Agreement you would like to manage the approvers for.
  3. Click Team in the left pane. This displays all the existing team members for that Agreement.
  4. 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.
  5. 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.
  6. Click Submit to remove the user.

 

 

Related Topics: Agreement Details  |  Team  

Retrieved from "https://iciwikiapac.icertis.com:14443/ICIHelp7.14/index.php?title=Managing_Team_Members&oldid=6634"