Editing team members

You can set team members and managers when you create a team. Additionally, you can edit the members of a team any time during the existence of the team. You manage team members by using both HCL® Marketing Operations and HCL Marketing Platform.

Before you begin

If the people you want to add to a team do not appear in Select Team Members and Roles, you must add them as HCL Marketing Operations users in HCL Marketing Platform.

Procedure

  1. Select Operations > Teams.
  2. On the Teams list page, click the team to edit.
    To edit a team that is not listed, click All Teams to display all available teams. If it is still not visible, you might not have the appropriate permissions to view the team.
  3. On the Team summary page, click the Edit icon (Page with pencil image).
  4. Click Add/Remove Managers and Members.
  5. On the Select Team Members and Roles page, move people into and out of the team.