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How to add one or more users to a team

From the Organogram link, you can add one or more people to a team in one go.

Select the link below to review the eLearning module.

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- How to add users and their roles to a team via the Organogram (duration = 12 minutes)

1. Go to the More menu and select Organogram under the Settings section.
2. Click on the name of the team where you would like to add the team member.
3. In the People field, start to type out the name of the person you would like to add. If the user is registered on eCase, their name will appear in the list.
   
   NOTE: multiple people can be added at the same time if they are going to have the same role and work on the same case types.
4. In the Roles field, select which roles this team member/s are going to be responsible for. Again, one or more roles can be selected.
5. In the Case types field, select the case types this user can work on in eCase. If the user’s role isn’t based on a case type, then the Case types field can be left blank. For example, a contributor may provide information for all case types, but a drafter will be restricted based on the case type they work on.
   
   NOTE: You can select the parent case type for all case types associated to it, or an individual case.
6. Select the Add button to add the people to the team.