HCL TECHNOLOGIES ABOUT US PRODUCTS & SOLUTIONS RESOURCES CONTACT US

Home
HCL Marketing Operations User's Guide
HCL® Marketing Operations is a tool for enterprise planning, collaboration, and workflow that provides a complete solution for the needs of marketers. You can use Marketing Operations to get a comprehensive and holistic view of all marketing projects across your company.
People and teams
In HCL® Marketing OperationsDistributed Marketing, you assign work to teams or individual users.
Project member management
You manage project members on the People tab. For example, you can manage teams and security permissions.
Managing projectCorporate Campaign members
Use the People tab of the projectCorporate Campaign to manage team members.
Managing teams
Use the My Teams page to manage teams.
Editing team members
You can set team members and managers when you create a team. Additionally, you can edit the members of a team any time during the existence of the team. You manage team members by using both HCL® Marketing Operations and HCL Marketing Platform.

Editing team members

You can set team members and managers when you create a team. Additionally, you can edit the members of a team any time during the existence of the team. You manage team members by using both HCL® Marketing Operations and HCL Marketing Platform.

Before you begin

If the people you want to add to a team do not appear in Select Team Members and Roles, you must add them as HCL Marketing Operations users in HCL Marketing Platform.

Procedure

Select Operations > Teams.
On the Teams list page, click the team to edit.
To edit a team that is not listed, click All Teams to display all available teams. If it is still not visible, you might not have the appropriate permissions to view the team.
On the Team summary page, click the Edit icon ().
Click Add/Remove Managers and Members.
On the Select Team Members and Roles page, move people into and out of the team.