Teams Details Page

To access and edit details on the Teams Details page, follow the steps below:

1. Click on the team’s name from the grid.
2. Click on the Open button in the metadata panel.

   

3. The Teams Details page displays the General Information and the Responsible Authorities section within the Details tab.

   

4. To edit the General Information section, click the Edit button on the top menu bar.

   

5. Make the required changes to the Name and Description fields and click the Save button.

   

6. To edit the Responsible Authorities section, select the check box of the associated Responsible Authority.
7. Click the Edit button from the top menu bar of the Responsible Authorities section.

   

8. The Edit (Authority Type) pop-up window appears with the following:
   1. Assigned: This field is pre-filled with the name of the user added during the Team creation process.
   2. Escalated
   3. Informed
9. For each authority type, click the corresponding Select button to add users.

   

10. On the Select Users pop-up window, select either the Teams or All Users tab, which shows the list of team members and all users in the room, respectively.
11. Select one or multiple users and click Save.

    

12. The Edit (Authority Type) pop-up window displays the selected user added to the Assigned field.
13. Click the Save button.

    

14. The added user is displayed in the Assigned column in the Responsible Authorities section of the Team Details page.

    

15. Follow the same steps to add users as Escalated and Informed authorities.
16. To edit the Contributor and Approver sections within the Responsible Authorities, repeat the steps 6 to 15.