How can I document Team Members and their Core Competencies?

Documenting team members and their core competencies helps track skills, assign responsibilities, and ensure traceability of key functions.

How it works:

1. Open the Workbook you want to document team members for.

2. Navigate to the “Details” tab.
3. Add Team Members. In the Team Members section, add the individuals you want to include.
4. Specify Competencies & Classification. Click on a team member’s user card to assign their Job Function. Specify their Classification (e.g., Team Leader, Team Member, Stakeholder).
5. Save Your Changes. Ensure all updates are saved so that team roles and classifications are recorded.

Note: Documenting team members does not automatically provision users. To manage permissions or apply restrictions, use the Permissions tab. Adding team members in the Team Members section is for documentation and reference purposes only.