Using Team Manager

Team Manager enables you to view your team and add and remove team members.

To add a new team member:

1. Click Add Team Member.
2. Search for and select the resources you want to add.
3. Click Add.

To remove a team member, click next to the team member and click Remove, then Remove to confirm the action.

Notes:

When you update a team that is associated with multiple playbooks, the team is updated on every playbook with that team assigned.

Only Customer Success Cloud resources can be added to a team.

For information about creating teams, see Creating a Team.