Using Team Manager

Team Manager enables you to view your team and add and remove team members.

To add a new team member:

  1. Click Add Team Member.
  2. Search for and select the resources you want to add.
  3. Click Add.

To remove a team member, click Show actions next to the team member and click Remove, then Remove to confirm the action.

Tip:

You can click Filters panel to open and close the Filters panel where you can filter the displayed team members. You can select a filter set from the Saved Filters field to quickly apply a set of filters. For more information, see Filter Sets Overview.

Notes:
  • When you update a team that is associated with multiple playbooks, the team is updated on every playbook with that team assigned.
  • Only Customer Success Cloud resources can be added to a team.

For information about creating teams, see Creating a Team.