How can we help you?

To update Team Member or Stakeholder details including their name and email address, or to update their preferred language, Roles and Participant Groups/Tags, start by finding the team they belong to on the Teams Dashboard. 

If you are in the Swim Lane View, scroll down until you find the team's avatar and hover over it until you see two icons appear like the image below. Click on the blue pencil icon to edit. 

If you are in the Grid View, you can use the two filter options in the upper left side of the dashboard to search by level of team or a keyword, or you can scroll down and change pages until you find the team. Once you have found the correct team, click the blue pencil icon in their row to edit.

Once you click to edit the team, you will be taken to the Team Profile page. You can select the Team Member or Stakeholder tab to continue. 

Update Team Members

You can edit a Team Member's name, email address, preferred language, Roles, and Participant Groups/Tags by clicking Edit in their row. For details about Team Member Roles and Participant Groups/Tags, click here. 

To read about the Team Access column, click here. 

Update Stakeholders

You can edit a Stakeholder's name, email address, preferred language and Roles by clicking Edit in their row. For details about Stakeholders, click here.