Add Alternate Leaders to a Team

This article explains how to assign alternate leaders to a team, allowing designated users to assume leadership responsibilities when the primary leader is unavailable.

  1. From the Icon Bar click Setup .
  2. From the Navigation Menu click Organization.
  3. From the available options select Teams.
  4. Click the name of the Team in the list to access the Team Edit page.
  5. Repeat these steps as required:
    1. From the Team Edit page, click New in the Alternate Leaders table to open the User List page.
    2. Click a user Name, and it will be added to the Alternate Leaders table.

      Note: User cannot be added as an Alternate Leader and Team Member.

  6. Click Save to apply your changes.
  7. Click Back to return to the previous page.