Add team members to SRM

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Add new team members to your team as required to plan, manage, resolve issues, and increase the efficiency of your business operations.

    Before you begin

    Role required: Manager, or Administrator

    Procedure

    1. Navigate to Workspaces > Service Operations Workspace.
      You are taken to your SRM homepage.
      Note:
      If you have other SOW applications, and depending on your assigned roles, that homepage may not be the SRM homepage. It is the SOW homepage instead, with SRM alerts and incidents included in your metrics. In that case, to view SRM specific areas, select SRM modules from the left navigation pane.
    2. From the left navigation pane, select the teams icon (Teams.).
    3. Select the team card to open.
    4. Select Teams members tab.
    5. Select Add.
    6. In the pop-up window select members to add from the list menu.
      Note:
      Member details are imported from user records and not editable.
    7. Select Add.