This task describes how to add a team member to, or delete a team member from, a project's workflow.
Before you begin
Modifying a workflow can only be performed by a ProjMan or SysAdmin user.
About this task
Use the Add Team Members tool to add users to a project's workflow. When you click this option, Contenta Web displays the Set Project Team Members window.
Select the role for which you want to add or remove a user. Use the pull down menu to select the Role.
- The list of users in the Available Users field is the list of users assigned to the role you selected; they are not assigned to any task in the project's workflow.
- The list of users in the Team Members field is the list of users already assigned to the role in the project's workflow.
Procedure
- In the tree view, click a project.
- In the details view, click the Workflow.
A graphic of the existing project workflow appears.
- Click Edit Workflow.
The Workflow Editor appears.
- Click Add Team Members.
The Set Project Team Members dialog box appears.
- From the Roles drop-down menu options, click a role.
- Modify the membership of the selected project's workflow:
- Add a team member—In the Available Users field, click a team member, and then click the right arrow once.
The user now appears in the Team Member field.
- Remove a team member—In the Team Member field, click a team member, and then click the left arrow once.
The user now appears in the Available Users field.
- Click OK.