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Add Multiple Users to a Team

Note: Users must first have been added to the system before they can be added to a team.

After users are in the system, add them to a team by completing the following steps:

  1. Go to User > Manage Teams.  

The Team screen opens.

  1. Click the All button or enter search criteria for the team you want and then click the Search button.
  2. In the results field, click the team you want to add users to.

The Team Summary screen opens.

  1. In the Team Members field, click the Edit button.
  2. On the Team - Member Selector screen, in the Available Users field, select the members you want to add to the team. If necessary, hold down the Ctrl key to make multiple selections.
  3. Click Assign to move the users to the Selected Users field.
  4. Click OK to finish adding the users to the team.