Adding Team Members and Subteams

The team leader or facilitator can add team members and subteams when setting up the TeamRoom. Any team member can add team members and subteams in the Project Information section of the TeamRoom.

Note To edit information about team members and subteams, click TeamRoom Overview on the left side of the TeamRoom under Project Information. Double-click the document you want to edit (for example, a participant profile or a milestone/event), and then click Edit Document.

Adding Team Members

You can add people to the TeamRoom so that you have a list of team members. Adding team members does not restrict the TeamRoom to those people only; anyone who logs on to Sametime can access your TeamRoom and read and create TeamRoom information.

To add team members to the TeamRoom:

1. Do one of the following:



• If you are a leader or facilitator, click Participants on the left side of the TeamRoom Setup frame. Click "Add team member" to add a new team member.




You can also use the Participants page to define someone other than yourself as the team leader or facilitator. If you enter a new name as the leader or facilitator, you must use Lotus Notes to give that person access to the leader/facilitator options. (By default, the person who creates the TeamRoom is the only one who can view the leader/facilitator options.) It is recommended that the person who creates the TeamRoom also facilitates and leads the TeamRoom.

• If you are a team member, click TeamRoom Overview on the left side of the TeamRoom under Project Information. Click New, and then click Team Member.



2. Enter any of the information on the Participant Profile page: Name, Department, Location, E-Mail Address, Phone, and Job Title. Only the name is required.



3. Click "Save & Close."



4. To enter another team member, click Participant Profile and repeat steps 2.-3. When you have entered all team members, click Done.

Tip    If you are the team leader or facilitator, remember to add the team leader and team facilitator as team members during TeamRoom Setup.

Adding a Subteam

Subteams allow you to define a subset of participants who work on a particular project together. Be sure to add team members to the TeamRoom before adding a subteam.

To add a subteam:

1. Do one of the following:



• If you are a team leader or facilitator, click Participants on the left side of the TeamRoom Setup frame, and then click "Add subteam."



• If you are a team member, click TeamRoom Overview on the left side of the TeamRoom under Project Information. Click New, and then click Subteam.



2. Enter a name for the subteam.



3. Choose participants for the subteam. You can select more than one participant at a time by pressing CTRL and clicking on the participants' names with your mouse.



4. Enter a purpose for the subteam. You might want to describe the duties that the subteam is expected to perform.



5. If you want the subteam to have an "active" status, leave the "Active" radio button selected. Otherwise, select the "Inactive" radio button. (Most subteams should have an active status. You will only be able to view inactive subteams in the All Documents and Inactive Documents views of the TeamRoom.)



6. Click "Save & Close."



7. To enter another subteam, click "Subteam Profile" and repeat steps 2-6. When you have entered all subteams, click Done.

Tip    If you are the team leader or facilitator, click "Subteam details" to see a list of the members in each subteam. Select the subteam you wish to view. Click Done when you are finished viewing the members of the subteam.

See also:
Updating the TeamRoom Setup
Adding or Editing Project Information