Adding Team Members

You can add CS Cloud resources to teams using:

  • The Add Member button in the Team Management tab on the team's record page
  • The New button in the Team Members related list on the team's record page
  • The Add Team Members button in the Team Manager on 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.

Note:

We recommend that you limit the number of resources added to a team to 100.

You can add team members in one of the following ways:

To add team members from the Team Management tab of the team's record page:

  1. In the App Launcher, navigate to the Teams tab.
  2. Click the team that you want to add members to. The team's record page displays.
  3. On the team's record page, click the Team Management tab.
  4. Click Add Member.
  5. Select the resources you want to allocate to the record or search for a resource using two or more characters that appear anywhere in the resource's name. To filter the list of available resources, click Open filters panel, select the required filter criteria, and click Apply. You can filter by resource name, resource pool, role, and time zone. Only the resources that meet all the selected criteria display in the Available Resources table. Your filter selections are retained between browser sessions. To allocate all available resources to a team, select the checkbox in the heading line. For more information about this window, see Add Team Members Fields.
  6. Click Add. The added team members display in the Team Members table.

To add team members from the Team Members related list of the team's record page:

  1. In the App Launcher, navigate to the Teams tab.
  2. Click the team that you want to add members to. The team's record page displays.
  3. On the team's record page, click the Related tab.
  4. Click New in the header of the Team Members related list.
  5. In the Resource field, search for and select the resource you want to add as a team member or click New CS Cloud Resource to create a new resource to add to the team.
  6. Click Save to save your selection or Save & New to save your selection and add another team member. The added team members display in the Team Members related list.

To add team members from the Team Manager panel of the playbook's record page:

  1. In the App Launcher, navigate to the Playbooks tab.
  2. Click the playbook that you want to add team members to. The playbook's record page displays.
  3. On the Team Manager panel, click Add Team Members.
  4. Click New in the header of the Team Members related list.
  5. In the Team Member field, search for and select a resource.
  6. Click Update Team to add the new member to the team or Create Team to create a new team to associate with the playbook that includes the team member you have added. The added team member displays in the Team Manager panel.