Add team members to SRM

  • Release version: Yokohama
  • Updated January 30, 2025
  • 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're taken to your SRM Home page.
      Note:
      If you use other Service Operations Workspace (SOW) applications, you may see the SOW Home page instead of the SRM Home page. The SOW Home page includes SRM alerts and incidents in its metrics.
    2. From the primary navigation, 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.