As an Administrator or Team Member, you can assign Team Members and Reviewers to engagements.
- An Administrator can assign any Team Member/Reviewer to any engagement.
- A Team Member can assign any Team Member/Reviewer to engagements that they are already assigned to.
There are two places where assigning a Team Member/Reviewer to an engagement can occur:
From the User Management page (Team Members and Reviewers)
After selecting Assign to an Engagement from the Action drop-down, you will see a pop-up to search for the engagement you would like to assign this user to. You must at least type the first 3 letters of the engagement’s name in order for options to populate. After clicking the Submit button, this user will be successfully assigned to the engagement which you can validate on the User Details page.
From the Engagement User Management tab (Team Members only)
After clicking the + Add Team Member button, you will see a pop-up to search for the Team Member you would like to assign to this engagement. You must at least type the first 3 letters of the Team Member’s name in order for options to populate. After clicking the Submit button, this Team Member will be successfully assigned to the engagement.
