Team Members

About Team Members

Team members are individuals, who work closely to:
  • Complete tasks assigned to them.
  • Achieve the common goal assigned to the team.
In APM, you can add both APM users and non-APM users to a team.
  • APM user: Any user who has an existing Security User record, and an associated Human Resource record that was created automatically when the Security User record was created. The APM users belong to specific sites.
  • Non-APM user: Any user who does not have a Security User record but has a Human Resource record.
Note: A Security User record is required to log in to APM. Team members who do not have Security User records may participate in and contribute to the teams in which they are members, but they cannot access the application. While non-APM users can be assigned specific responsibilities within a team, the security privileges configured for the other APM users are not applicable to them.

Create a Team

Procedure

  1. Access the Teams page.
  2. In the pane that displays the list of teams, select .
    The workspace for a new team appears.

  3. In the Team Name box, enter a name for the new team.
  4. In the Site drop-down list box, select a site.
    All the APM users assigned to the selected site appear in the Add Team Members window.
    Note: If you select All Users in the Site drop-down list box, all users including the Human Resource users and the Security Users appear in the Add Team Members window.
  5. Select Save.
    The Team is created, and the Add Team Members link is enabled.
  6. Select Add Team Members.
    The Add Team Members window appears.

  7. Select the check box next to each user that you want to include in the team, and then select .
    The added users appear in the Add Team Members window.
    Note: If you do not want to include a user from the list of the added users to the team, select the user, and then select .
  8. Select Save.
    The added team members appear in the TEAM MEMBERS section.

  9. Select Save.

Add Members to a Team

Before You Begin

Procedure

  1. Access the Teams page.
  2. In the pane that displays the list of teams, select the team to which you want to add the team members.
    The workspace for the selected team appears.

  3. In the TEAM MEMBERS section, select Add Team Members.
    The Add Team Members window appears.

  4. Select the check box for each user that you want to include in the team, and then select .
    The added users appear in the Add Team Members window.
    Note: If you do not want to include a user from the list of the added users to the team, select the user, and then select .
  5. Select Save.
    The added team members appear in the TEAM MEMBERS section.

  6. Select Save.

Delete a Team

Procedure

  1. Access the Teams page.
  2. In the pane that displays the list of teams, select the team that you want to delete.
    The workspace for the selected team appears.

  3. Select Delete.
    A message appears, asking you to confirm that you want to delete the team.
  4. Select Yes.