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
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.
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.
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.