A31003-H3580-U102-4-7619, 09/2010
myPortal entry, User Guide 29
Team Functions
Configuring Team Functions
4.1.1 How to Add Users to a Team
Step by Step: 1. Click in the middle of myPortal entry Start.
2. Click on the Team Functions symbol.
3. Select one of the following options:
• Click on the Add an internal user symbol.
• Click in the context menu of any user on Add an internal user.
4. Enter the appropriate data in the First Name, Last Name and Phone No.
Business fields.
5. Click Save.
4.1.2 How to Import a User List from a CSV File
Prerequisites: • A valid CSV file is available.
Step by Step: 1. Click in the middle of myPortal entry Start.
2. Click on the Team Functions symbol.
3. Click on the Import list of internal users from CSV file symbol.
4. Confirm the prompt Do you want to first delete all entries? with Yes or No.
5. Select a CSV file and click Open.
4.1.3 How to Edit Team Members
Step by Step: 1. Click in the middle of myPortal entry Start.
2. Click on the Team Functions symbol.
3. Click on Edit this user in the context menu of the desired member.
4. Enter the modified data in the First Name, Last Name and Phone No.
Business fields.
5. Click Save.
4.1.4 How to Remove Team Members
Prerequisites: • There are existing members in the team; see How to Add Users to a Team.
Step by Step: 1. Click in the middle of myPortal entry Start.
2. Click on the Team Functions symbol.
3. Click on Remove this user from team in the context menu of the desired
member.
