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In the change action ID Card view, select the Members tab.
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(Optional) To filter the list, click the Filter icon in the tab toolbar and do
one or both of:
- Click one or more of the Assignees, Approvers, or Informed user check boxes.
Select either all or none of the check boxes to unfilter the list. (The CA
owner is always shown).
- Enter a name. The members list filters as you type.
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To remove one or more members from the expanded list, select one or more
members and select Remove in the toolbar.
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To add a team member to the CA:
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Click the Add Members icon.
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In the Assignee, Approver, and Informed user fields, enter a name to search
for members to add.
The assignee must be a Contributor or a Leader from the same
organization and project as the change action.
The approver must be a Reader, Contributor, or a Leader from the same
organization and project as the change action. At least one approver
must be a Leader from the same organization and project as the
change action.
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Click Add.
Note:
Alternatively, you can:
- Add or more members to the list by either selecting or dragging them from either search
results or another CA. Members that you drop in the Assignee box are
designated as assignees. You can change their roles as required after you add them
to the list.
- Drag a route template from either search results or another CA. You can use only
approval-based templates and only one template is allowed. Members
listed in the template or the group are assigned the Approver role
for the CA. You can assign Approvers to a CA individually or using a
route template but not both.
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To add or remove a responsibility for the member, select the down arrow on the
person's tile and choose the responsibility that you want to add or remove.
Note:
When the CA is in the In Approval state, you cannot remove Approvers or a
route template.
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To change owners, select
Transfer Ownership in the toolbar.
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