Who can do this?

  • Users with the Account Owner Role
  • Team Owners

Prerequisites

  • You are logged into the Script Dashboard
  • You are an Account Owner or the Owner of a Team
  • You have created a Team
  • The person you want to add is already a user of your script organization

Overview

Account owners and team owners can add any existing Script user to a team as a member. Team members of a Team are able to view additional team information not available to all users and additional access to forms or workflows associated with the team based on the default team access setting of the resource. Users may also request to join any team. For more information on the Request to Join feature see the article “Requesting to Join a Team”


Steps

1. Navigate to the Team you would like to manage a member for

2. Select “Members” from the navigation menu

3. Click on “Add Members”

4. The Select User shelf will slide in from the right of your Screen

5. Select one or more users to add as members

6. Click “Save” once you are satisfied with your selections

7. The Select User shelf will close and you will see the new members have been added


Remove Members from Team

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