Editing Team Memberships

You can edit team membership records from the Team Members related list on the Team's record page to update the resource associated with the record.

To edit team memberships:

  1. In the App Launcher, navigate to the Teams tab.
  2. Click the team that you want to update memberships for. The team's record page displays.
  3. On the team's record page, click the Related tab.
  4. On the Team Members related list, click Show Actions next to the team membership record you want to update.
  5. Click Edit.
  6. Search for and select the resource you want to associate with the record.
  7. Click Save to update the team membership record with the new resource or Save & New to update the record and add another team member. The updated resource and any newly added team members display in the Team Members related list.