Groups tab
Build accreditation teams
RULE TO REMEMBER: People appear on the drop-down menu for certain roles because they were input with those roles on the Staff page. For example, to appear as a selection for Review Panel/Site Visit Member, a user must have been selected for that role in the Staff tab User Information box.
To make your selections
- Select the role or team for which you want to select members. Click Edit in the upper right hand corner of the box for that role or team. A dialogue box will open with a list of names on the left and a User Profile Information box on the right.
- To see a user's profile information, click that person's name in the left column..
- Click the radio buttons or check boxes beside a user's name to make your selection.
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Click Done to save, or Close to cancel. The dialogue box will close. If you saved, the your selections will appear in the box for the role or team, such as Site Visit Members.
If a user does not appear in the dialogue box and you want to appoint this user to a group
- Return to the Staff page.
- Follow directions for editing a staff member.
- Note what roles the user has checked. Make sure the appropriate roles are selected.