Request Template Members

The Members tab lets you view people and user groups already added as members of the request template, add additional members, and change the access role for members. You can add people and user groups as members of a request template and share the request template with members in the same collaborative space.

To access this tab,

  1. Select the request template and click Information on the toolbar or open the request template. For more information, see Opening Request Templates.
  2. Click Members.

This page discusses:

See Also
Component Request Identity Card

Viewing Members

You can click Tile View to view members in a tile or click Data Grid View to view members in a table.

The user's SWYM image displays on the tile view and displays on the data grid view. The user group image displays for user groups.

Note: Private user groups only display for users with Viewer access to that private user group. <<No access>> displays as the private user group title for the context user without Viewer access.
Field Description
Name The name of the member.
Type The type of member:
  • Person
  • Group
Responsibility Shows the access role for the member:
  • Viewer
  • Contributor
  • Leader
Comment Lists comments related to the member.

Page Actions

You can use these toolbar actions:

Actions Description For More Information
Search Searches for members based on the criteria entered. Enter at least 3 characters to search within the list.
Tip: You can search by first and last name, by **, or username. The owner is excluded from the search results.
Note: The owner is not listed in the search results.
 Filtering Listed Items by Title
Add Members Adds one or more members to the request template based on access roles. Adding Members
Remove Member Removes the selected member. The Leader can remove a member. —
Tile View/ Data Grid View Displays the members in a tile or a table. Viewing Members
Sort Sorts the members by title in ascending or descending order. Sorting Items in a View

Adding Members

If you have access, you can add members to the request template and assign their level of responsibility.

  1. Click Add Members from the toolbar.
  2. In the field below the intended role for Viewer, Contributor, or Leader, enter the first or last name or user group name of the member to add. Type-ahead is available.

    Role Description
    Viewer Viewer can only see the request template and cannot modify it.
    Contributor Contributor can edit the content.
    Leader Leader has all rights on the request template.

  3. Click Add.

Context Menu

You can click or right-click the member tile to view the context menu. Select the role to change the member's access.

Role Description
Viewer Grants Viewer access to the member.
Contributor Grants Contributor access to the member.
Leader Grants Leader access to the member.
Remove Member Removes the selected member. The Leader can remove a member.