Find a Team Member

There are a few ways to find a Team Member throughout your portal. We will highlight the most important ones here.

Using the Team Members page

Only Administrators have access to the Team Members page.

In the Menu at the top of the page, you will find a link to a submenu called More>. If you click on that link, you will get a submenu with an option called Team Members.

This link opens the Team Members page where you can use our filtering, searching and sorting options to find the Team Member you need.

From the More> submenu, Administrators can open the page with a list of Team Members.
From the More> submenu, Administrators can open the page with a list of Team Members.

Using pop ups when creating a Dossier, Invoice or Document

When you want to create a new Dossier, or assign revenue on Invoice, you will need to select the relevant Team Member in a pop up window. Here we will use starting a Dossier as an example.

By default, we will enter your own account in most places where a Team Member must be specified. Just click on the little X to the right of your name to remove your account and search for another Team Member.

If you remove yourself from the assigned Team Member field, you can select another Team Member here.
If you remove yourself from the assigned Team Member field, you can select another Team Member here.

The easiest way to search for a Team Member is to start typing their name or email address right into the Team Member search field. Your portal will start giving you suggestions that you can pick from.

Search for a Team Member by first name, last name or email address. Or add a new one.
If you don’t know your Team Members’ name or email address, you can click the Select button next to the search field. This will open up another window with more filtering, search & sorting options to narrow down your choice.