How to Add Team Members to Reporting Channels

Adding team members to a Reporting Channel shares moderator responsibilities and enables other experts to define the channel, delete it, and add or remove channel content.

>>> This article is for Researchers and Insights Experts.

FYI - You might know Reports by another name - check out our glossary to find out!

To add a team member to a Curated Newsletter: 

  1. Go to the Reporting app from the left-hand side navigation bar

  2. Switch to the Curate view at the top of the page

  3. Navigate to the “Reporting Channels” tab

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  1. Select the Reporting Channel where you want to add team members

  2. Click on the Gear iconrueda.pngin the top right corner of the page

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A Report Channel Settings sidebar will open.

  1. Click on the Edit iconlapiz.pngin the top right corner of the sidebar

  2. Navigate to the “Owners” section

  3. Click anywhere in the “Owners” field

  4. Start typing in a username or user group

A list of options will be displayed in the dropdown.

  1. Select one or more users from the dropdown

  2. Click “Done” in the top right corner of the sidebar

The new team member(s) will be immediately added to the Reporting Channel and will receive an automatic notification that they have been added as owners.

 

Insider Tips: 

  • Only internal experts with special platform permission can edit Reporting Channels

  • You can only edit Reporting Channels if your platform has been configured to include the Reporting module

  • All Reporting Framework owners will be able to define the Reporting Channel, delete it, as well as add and remove channel content

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