Add Selected Resources to a Team

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 selected resource to a team:

  1. On the main toolbar, click Settings .
  2. In the left pane of the Settings screen, click Employee Settings > Teams.
  3. On the Team Matrix tab, highlight the resource and then select the corresponding checkbox under the team you want to add it to.