Add Members to a Selected Team using Initials
To use the Teams submodule, you must have access to Settings as defined in the Employee cross-company access submodule under Settings.
To add a member to a selected team using initials:
-
On the main toolbar, click
Settings
.
- In the left pane of the Settings screen, click .
- On the Team Basic Settings tab, highlight the team you want to add a member to.
- On the sub-grid toolbar, click on the @ini field and then enter the initials of the resource you want to add to the team and press Enter.
Parent Topic: How to...