Add a Team Member

When on the page of a Dialogue, you can easily add team members to help close the loop. On the left-hand column, you’ll see the section of Team Members below Dialogue Assignments.

Click on the icon below Team Members and a pop-up window will appear in the center of your screen.

You’ll be able to add your desired Team Members, and if you want, you can also send a comment to the new users attached to this Dialogue. Once you’ve added the Team Members you want, make sure to save the additions made.