Add Members to a Team using Initials

Use Teams in the Employee Settings submodule in the Settings module to add members to selected teams using initials.

To use Teams in the Employee Settings submodule, you must have access to Settings as defined in User Access Rights submodule Settings.

To add a member to a team using initials:

1. On the main toolbar, click Settings .
2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company that contains the team to which you want to add a member.
3. In the left pane of the Settings page, click Employee Settings > Teams.
4. Click the Team Basic Settings tab and highlight the team to which you want to add a member.
5. On the toolbar of the bottom grid, use the @ini field to enter the initials of the resource that you want to add and press Enter.