Team Member Personas

About Team Member Persona

You can assign responsibilities to the team members based on the personas defined within a team. By default, the following personas exist within a team based on the tasks the team members perform:
  • Owner: The team member who is responsible for managing the team and providing support to the team members to achieve the common goal assigned to the team.
  • Member: Any user who is a member of a team and is responsible for completing an assigned task.
  • Operator: The team member who is responsible for monitoring the operations of a site.
  • Supervisor: The team member who is responsible for supervising the team members of a shift.

Associate a Persona to a Team Member

Procedure

  1. Access the Teams Page.
  2. In the pane that displays the list of teams, select the team to which the team member belongs.
    The workspace for the selected team appears.
  3. In the TEAM DETAILS section, select the drop-down arrow in the row for the team member, and then select the persona that you want to associate with the team member.
  4. Select Save.
    The selected persona is associated with the team member.

Associate Personas to Team Members in Bulk

Procedure

  1. Access the Teams Page.
  2. In the pane that displays the list of teams, select the team to which the team member belongs.
    The workspace for the selected team appears.
  3. In the TEAM DETAILS section, select the drop-down arrow in the row for the team member, and then select the persona that you want to associate with the team member.
    The Bulk Update window appears.
  4. In the Select Field drop-down, select Team Role.
  5. In the Replacement Value drop-down, select the persona that you want to associate with the selected team members.
  6. Select Apply.
  7. Select Save.
    The selected persona is associated with the team members.