Reference Set Tool 2 User Guide

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How to add or remove teams from a project.

Prerequisite steps: Log in to Reference Set Tool 2.0; Create a New Team,; Edit Project Configuration Settings. Must be an Administrator of the Organization.


StepsReferences

 

On the Project Configuration page (showing International Edition as example), in the Teams section press the Add Team Selection button (button icon is a rounded square with a “plus” Add symbolsymbol) next to a team, as needed. 

 

 



OR


Press the Remove Team Selection button (button icon is a rounded square with a “minus” Subtract symbolsymbol) next to a team, as needed. 

Press the Save Teams button. 

NOTE: To properly model reference sets, teams for the project must include Author, Reviewer, and Admin (team Admin). The Save Teams button is unavailable until changes are made to the project teams AND this condition has been met.



In order to add teams to Projects, the team must first be created in Organization / Teams / Create New Team by Admin for the Organization.

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