Adding Team Members
Customer Success CloudNew
You can add CS Cloud resources to teams in the following ways:
- Using the Add Member button in the Team Management tab of the team's record page
- Using the New button in the Team Members related list of the team's record page
- Using the Add Team Members button in the Team Manager panel of the playbook's record page
A team member record is created when adding team members, which can be viewed in the Team Members related list on the team's record page.
You can add team members in one of the following ways: