Assigning Teams to Users |
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Before you begin this task: You must have the role of a systemAdmin or organizationalAdmin to assign teams to users.
You can assign teams to users and define the role and validity period for the user in that team. You can assign single or multiple teams to the users. You can map users to a team in the Users - Teams or Teams - Users views.
- On CUSP > My Applications, click (User Manager). The User Manager window appears.
- Select Users - Teams view from the drop-down list in the Manager Users window.
- Select a user in the Users pane and team(s) in the Teams pane.
- Right-click the team and click Assign to Selected User(s). The Add Teams dialog box appears with the following fields. Select as applicable for the team.
Field Name
Description
Teams
Displays the team being assigned.
Role
Displays the list of roles in the team. You can select the role from the drop-down list.
Note: The role with an exclamation mark signifies it as the lead role.Principal
Denotes if the team being assigned is the primary team for the user. Select the check box to enable this feature.
Note: Define a Principal team for a user if that user is a member in multiple teams. This helps that user to report only to the Principal team thereby, avoiding reporting to multiple teams.Effective Date
Denotes the start date of the user tenure in the team. Select the date from the calendar option.
Relieving Date
Denotes the end date from when the user is no longer active in the team. Select the date from the calendar option.
- Click Save icon.
A team is assigned to the user.
Note:
- To edit the assignment, right-click the assigned team and select Configure. The Configure Teams dialog box appears and you can make the necessary changes.
- You can perform the following activities while mapping users to teams: