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 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.
- Click the team to edit from the Teams list page. 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.