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;


=== '''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''' 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''' the ''Add''&nbsp;[[File:Add icon.jpeg|RTENOTITLE]]&nbsp; icon. This opens the&nbsp;''Add User'' dialog box. 
#'''Select''' the user and the role that 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>
<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'''&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:

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


=== '''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''' 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. '''Type'''&nbsp;the required comments. 
#The&nbsp;''Send Notification'' checkbox is selected by default, so users that are removed receive a notification to that effect. Clear the checkbox&nbsp;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>

&nbsp;

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

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