I'm new to Start Contracts and the sole user. I set up a test contract. As a start, I want to add team members so they can receive emails posted to the message board. For instance a team member from Legal could review a contract. I was able to add some groups- [Edit > Team]; "Legal", and "Procurement Agent" within the system group named "Internal Stakeholders."
However the groups Legal and Procurement Agent seem meaningless unless I can link them to a person, i.e. name and email address. I basically would like some feedback on know how to add team members that can receive emails from the system. I clicked on just about everything but don't see a way to assign any team attributes to anything. Does anyone have ideas on this?
On Exchange in the Customer Success group we have a webinar on “Managing Users and Monitoring Licenses” This would be very valuable to help you understand all aspects of working with users. Please let me now if you still have questions after watching this webinar.
Leslie Martensen - email@example.com
Sr. Product Manager