Adding Team Members to Programs

Adding Team Members to Programs

Be sure to create the Team in the Admin module before completing any of the following steps.

• Admin Module Overview

A Program will allow the Organization to add a “Team” to manage the program. This will allow more visibility across multiple individuals so Controls can be addressed at the same time as others.

When creating a Program, The Guard will provide the opportunity to Add Team Members, but if Users are not added at this time there is still a way to Manage the Team for a Program.

Accessing the Programs module will display the Tiles for each program added. Team Members can be added from this area by selecting the 3-Dot Menu button, then selecting Manage Team.

The following steps will allow an Organization to Add Team Members at any time. 

1. Navigate to Programs

2. Select Manage on the Program that needs to have People added

3. Locate the Options dropdown in the top-right corner

4. Select Manage Team

5. Select Team members that need to be added to the Program

   1. Newly added Team Members will be identified as Contributors

6. Once added, the Team Members can access the Programs they are assigned to and manage the Controls, Tasks, and Evidence accordingly

The form window that appears when Managing Team Members in both areas:

Team Members can also be Removed from Programs, if needed