How to Add Team Members to a Reporting Framework

Adding team members to a Report Framework shares moderator responsibilities and enables other experts to edit key information, as well as add or remove 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 an Overview Page to Reporting Framework: 

  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 Framework tab

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  1. Select the Reporting Framework 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 Framework Settings sidebar will open.

  1. Click on the Edit icon lapiz.png in the top right corner of the sidebar

  2. Navigate to the “Owners” section

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  1. Click anywhere in the “Owner” field

  2. 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 Framework 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 Frameworks

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

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

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