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Edit an Improvement's team

Who can edit the Improvement’s team?

Depending on your permissions and relationship with the Improvement, you may be able to edit different lists of team members:

  • The Author can edit the lists of Authors and Followers.

  • The Responsible Person can edit the lists of Authors, Collaborators, and Followers.

  • Collaborators can edit the lists of Authors, Collaborators, and Followers.

  • Anyone with the "Edit" permission for Improvements in that Location can edit the lists of Authors, Collaborators, and Followers.

  • If the Improvement is nested under a Project, the Project's Facilitators, Leaders, and/or Sponsors can edit the lists of Authors, Collaborators, and Followers. If the Improvement is nested under a Chart, the Chart's Authors can do the same.

  • The Assigner and anyone else with the "Assign" permission for Improvements in this Location can edit the entire team. NOTE: If the Improvement has not yet been assigned, you will be unable to edit the Responsible Person.

 

How do I edit the team?

Open the Improvement with which you want to work, then click 2017-10-03_1414.png in the top right corner of the "Team" section.


Edit_Team.jpg

 

In the resulting window, you’ll be able to edit certain aspects of the team as described above.

  • To edit a list of users, click in that field and begin typing the user’s name. A drop-down menu will appear from which you can select the user. You may add as many users as necessary to each position.

    To remove a user, delete their name from the list.

  • Click 2018-04-12_1457.png.

 

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