Summer 2026 Help

Adding NC Team Members

Adding NC Team Members

For Permission Set Groups: CQ Base User PSG, CQ NC Owner PSG


Additional Team Members need to be added to the NC record.

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  1. From the NC record, click the New button in the Team Members section.

  2. Select the Team Member’s Type: User or Contact.

  3. Optionally, select the Team Member (User).

  4. Select the Team Member’s Role. Roles can be user-defined (i.e., Management, Process Owner, Quality Lead, or Subject Matter Expert).

  5. Select the Team Member’s Access: Editor or Viewer.

  6. Click the Save button or Save & New for additional Team Members.

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Results

  • The team member is added to the Team Members section.

  • Edit and Delete options are available from the drop-down arrow at the end of each Team Member row.