Creating Close Management teams

Teams are used to group resources to use for ownership, approvals, and notifications. Members are resources that you can add to and remove from the team.

  1. Select Financials > Shared Processes > Close Management > Setup > Resources > Teams.
  2. Click Create Team.
  3. Specify the Finance Team and Description.
  4. Click OK.
  5. Click Add Member to select a new team member.