Initiatives > Analysis > Initiative Management

What can you do on this screen?

The Team Members screen lists the users currently assigned to the initiative. You can access this folder from both the Initiatives > Analysis > Initiative Management and the Initiatives > Design > Initiative Management screens.

Figure 37: Initiative Management > Team Members

To Manage the Team Members on the Initiative

You can change the team members of the initiative at any time, regardless of the State or Status of the initiative.

1.Use Select to select one or more team members on the User Selection page. On that page, select View Table-View to view user information. The list shows all available users you can give access to the initiative.

Figure 37: Initiative Management > Team Members > User Selection Screen

2.Put a checkmark next to the user(s) you wish to select (or unselect) from the list of team members for this initiative. You can select or unselect multiple users at a time.

3.Select OK to accept your changes, or select Cancel to return to the Team Members screen.

To Change the Owner of the Initiative

You can change the owner of the initiative at any time, regardless of the State or Status of the initiative.

1.Add the new owner to the list of team members, if the user isn't already listed.

2.Select the new owner in the list of team members.

3.Select Set as Owner , the word (Owner) is added to the user's name.

Details on the Initiative Management > Team Members Table

The number (No) column provides a sequential count of the entries, which is not attached to the entries themselves.

User Name

The User Name column lists the user name: last name, first name. If the user is the owner of the initiative, Owner shows after their name.

Role

The Role column shows the role that the user has been assigned. Users with restricted access show Restricted after their role.

Initiatives > Analysis/Design > Initiative Management > Team Members

Initiatives > Analysis/Design > Initiative Management > Team Members