Add team members to SRM

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

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

    Antes de Iniciar

    Role required: srm_manager or srm_admin

    Procedimento

    1. Navigate to Workspaces > Service Operations Workspace.
      You're taken to your SRM Home page.
      Nota:
      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 Teams (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.
      Nota:
      Member details are imported from user records and not editable.
    7. Select Add.