Teams Details Page

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

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

  2. To edit the General Information section, follow the steps below.
    • Click the Edit button on the top menu bar, and the user can see that only the Name and Description fields are editable.

    • Make the required changes and click the Save button to save the changes. Similarly, click on the Cancel button to discard the changes on the top menu bar.

  3. To edit the Responsible Authorities section e.g., Process Owner
    • Check the check box of the associated Responsible Authority while creating the Teams. The Edit button gets enabled.
    • Click the Edit button on the top menu bar of the Responsible Authorities section.

    • The Edit Process Owner pop-up window appears with the following options:
    • Assigned: This field is pre-filled with the name of the user added during the Team creation process.
    • Escalated
    • Informed

    • Each option—Assigned, Escalated, and Informed—has a Select button next to it. Click the corresponding Select button to add users to that specific role.
    • The Select Users pop-up window displays two tabs: Team Members and All Users. By default, the Team Members tab is selected, showing a list of users associated with the team.

    • Click the Add 1 Users on the bottom of the Select Users pop-up window.
    • The user navigates back to the Edit Process Owner pop-up window; hence the selected user is added in the Assigned field.
    • Click the Save button on the Edit Process Owner pop-up window.

    • The user navigates back to the Teams Details page; however, the added user is displayed in the Assigned column in the ‘Responsible Authorities’ section.

    • On the Select Users pop-up window the All-Users tab displays the list of all users from where the users can be added as per the requirement.

    Note: Follow the same steps for the Escalated and Informed options within the Edit Process Owner pop-up window.

  4. To edit the Contributor and Approver sections within the Responsible Authorities – please click the link: Teams Details Page, Responsible Authorities section.