Add/Edit Account Teams

Within Add/Edit account team screen, you will be able to create Account Teams by clicking  button and edit existing account team information by clicking button beside each team name on the right-hand grid from the Account Teams screen. The Add/Edit account teamscreen is shown below,

 

 

  • Enter or modify the team name in the textbox provided at the top left-hand side under the screen name

  • Tick the Lock & Sync checkbox such that Collection Teams remains in sync with Account Teams i.e. any changes made to the user information existing in the account team will be reflected in the collection team.

  • Tick the checkbox Notify team member(s) when added to project to send notification to all account level user(s), once account team is added to any Collection.

  • Click on button to edit information of individual team member(s)

  • In the end click [Save & Close] to create or update team information