Revision as of 06:39, 4 October 2017

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. 

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  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 mambers for that Agreement.
4. Click the Add   icon. This opens the Add User dialog box.
5. Select the user and the role that 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
• Secondary Owner

6. 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.
7. Type related comments in the Comments box. These can be specific to the type of approvals that are expected from the selected user.
8. 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.
9. Click Add. The users just added are displayed under Team.

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. 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  |  Creating a Rule