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Close and Reconciliation Administrator Setup
Resources setup
Creating a team
Removing a member from the team
Removing a member from the team
Right-click the team member.
Select Remove Member.
Click Yes.
Side TOC
Side TOC
Close and Reconciliation Administrator Setup
Close and Reconciliation Administrator setup overview
General setup
Resources setup
Creating an actor
Creating an actor context record
Creating or loading a resource
Assigning an agent record to an actor record
Creating a team
Removing a member from the team
Creating custom groups