Adding team members

Core TSIs : Transactions : Working with Transactions : Adding team members

Adding team members

To add members of the transaction team. These team members may be external contacts from Contact Management (company names and addresses), internal people from Personnel Management, or external parties that are from neither TSI, but nevertheless have a role to fulfill in the transaction team.

Procedure

1. Go to Profiles selection level > Team members selection step.

2. On the Role players action menu, click Add contacts, or Add personnel or Add external parties.

3. For a description of these fields, refer to Team member fields

4. Click Save.

A role player can be added while several teams are selected. After clicking Add on the Role players action menu, a dialog box appears in which you must first select the relevant transaction team to which the team member is added.