Add User To Multiple Teams

Team Admin, Team Manager, Account Admin

2. Click on user menu

Click on user menu

3. Click on People

Click on People

4. Click on ellipsis to right of team member

Click on ellipsis to right of team member

5. Click on Roles/Permissions

This will open the overlay panel that contains the user profile and settings. The active tab will be Roles & Permissions.

Click on Roles/Permissions

6. Click on Edit

Click on Edit

7. Select role under team name to assign team member

A user is automatically added to a team once a role is assigned.
For guidance on team roles, please contact your manager. 

Select role under team name to assign team member

8. Repeat step 7 to add the user to additional teams

Repeat step 7 to add the user to additional teams

9. Click on Save

Click on Save

10. Click on Close panel

Click on Close panel

Still need help? Contact Us Contact Us