How to Add Team Members to a Report Container

Adding team members to a Report Container democratizes moderator responsibilities and ensures that other experts can edit key container information and push report content to subscribers and the target audience.  

To add a team member to a Reporting Container: 

  1. Go to your Reporting Inbox
  2. Navigate to the Reports tab
  3. Click on the Reporting Container where you want to add a team member

You will be taken to the Report Overview view.

  1. Click the Edit button in the top right corner of the screen
  2. Scroll to the Team section
  3. Add one or more team members by clicking on the dropdown menu under the Main Contact, Additional Contacts, or Supplier fields
  4. Once all the new team members have been added, click the Done button in the top right corner of the screen

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

 

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Insider Tips: 

  • All Main Contacts in the Report Container will be able to add, edit, and delete Reporting Container content
  • Suppliers can only publish new waves if the Supplier Publication tab is toggled in the Other Properties section of the Report Overview

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