View and Update Team Members for an Organization

Use the Team tab in the Organizations area to view and update a list of your employees who are associated with an organization.

The grid on this tab displays your employees who are currently associated with the organization. You can edit the relationship information, and you can add employees as new team members for the organization.

Employees are sorted by status, to display all active employees at the beginning of the list, and then by name.

When you add a new organization using the Add Organization form, you are automatically added as a team member for that organization. However, you will need to go to the Team tab to describe your relationship to the organization.

Note: If custom fields are defined for this tab on the Fields & Tabs tab in the Customization area of the Configuration workspace, those fields display below the team members grid. As with standard fields, you must make entries in any required custom fields.

To view and update team members for an organization, complete the following steps:

1. Click to go to the Organizations area.
2. Use the search field immediately above the organization name to select the organization.
3. Click the Team tab.
4. To add an employee to the team, do the following:
   1. Click + Add Team Member below the grid.
   2. Select the employee in NAME. Type one or more characters from the employee name to select from a list of employees whose names contain those characters, or click to select from the full list of employees. (You can also search for a first name - last name or preferred name - last name combination, or for an email address.)
5. In RELATIONSHIP, click and select the type of relationship that the employee has to the organization.
6. To view or enter a more detailed description of the relationship of the employee to the organization, hover over the row, and click to display the Team Member Information dialog box.