Page Comparison

Team Profile Panel

The Team Profile panel includes tabs on the left hand side of the box. The tabs contains editable details about the team members, associated work flows, and alerts. You can also add or remove users or change user access privileges. The following sections of this page provide descriptions of the contents of each of the tabs:

Profile Tab

The Profile tab displays the following editable information about the team:

To edit any fields in the Profile tab, click the PENCIL in the top right hand corner of the page. Edit any information in the fields, and save your changes by clicking the CHECK MARK icon, or click X to discard your changes.

Work Flows Tab

The Work Flows tab contains a table of existing work flows assigned to your team, and allows you to add a new work flow to the team profile. For more information about work flows, see the /wiki/spaces/BOS/pages/23177822338 page. The table on the Work Flows tab displays the following information:

Work Flow Tab Actions

The Work Flow tab supports the following actions: add a new work flow, remove a work flow, access work flow details

To add a new work flow to the team profile, follow the steps below:

• Step 1: Click ADD WORK FLOW to open the Work Flow lightbox in the page.

• Step 2: Enter the required information in the lightbox fields.

• Step 3: To add the work flow to the team profile, click ADD WORK FLOW, or to cancel click CANCEL.

To remove an existing work flow from the table, follow the steps below:

• Step 1: Click the three dots on the right hand side of the row of the specific work flow to open a lightbox.

• Step 2: Remove the work flow by clicking DELETE in the lightbox, or cancel by clicking CANCEL.

To view more details about a work flow listed in the table, click any information in the row to open the Team Workflow Details page.

Alerts Tab

The Alerts tab contains a table of saved alerts associated with your team, and allows you to add new alerts. The Alerts tab table displays the following information:

Alerts Tab Actions

The Alerts tab supports the following actions: add a new alert, remove an alert, access more information about an alert.

To add a new alert to the team profile, follow the steps below:

• Step 1: Click ADD ALERT to open a lightbox in the page.

• Step 2: Enter the required information in the lightbox fields.

• Step 3: To add the alert to the team profile, click ADD ALERT, or to cancel click CANCEL.

To remove an existing alert from the table, follow the steps below:

• Step 1: Click the three purple dots on the right hand side of the row of the specific alert to open a lightbox.

• Step 2: Remove the work flow by clicking DELETE in the lightbox, or cancel by clicking CANCEL.

To view more details about an alert listed in the table, click any information in the row to open the Team Alert Details page.

Users Tab

The Users tab allows you to add or remove users from the team, and contains the following information about the users associated with the team:

Users Tab Actions

The Users tab supports the following actions: add a user, remove a user, access more information.

To add a new user to the team profile, follow the steps below:

• Step 1: Click ADD USER to open the Add User lightbox in the page.

• Step 2: Enter the required information in the lightbox fields.

• Step 3: To add the user to the team profile, click ADD USER, or to cancel click CANCEL.

To remove an existing user from the table, follow the steps below:

• Step 1: Click the three purple dots on the right hand side of the row of the specific user to open a lightbox.

• Step 2: Remove the user by clicking DELETE in the lightbox, or cancel by clicking CANCEL.

To view more details about a user listed in the table, click any information in the row to open the Team User Profile page.