Proponent Team

The Team tab assigns users directly to a proponent. Team membership is used to delegate access where agency or program scope alone is not specific enough.

Setup Dependencies

Dependency	Why It Matters
User account	A team member must be an application user.
Proponent profile	Team records belong to a saved proponent.
Proponent permissions	The administrator needs team-management permission for the profile.
Supporting role	Team membership works with roles; it does not replace the need for user abilities.

Fields

Field	Rule
Team member	Required user selection. Duplicate active team members are not allowed.

Business Rules

Rule	Behaviour
Team membership is profile-specific	It applies to the selected proponent, not all proponents in the same agency.
Duplicate active members are blocked	Do not add the same user twice to the same proponent team.
Team access complements roles	A user still needs the relevant proponent abilities; team membership helps scope those abilities to this profile.
Deletes are soft deletes	Removing a team member hides the active assignment but preserves the history.

Operating Guidance

Use team membership for account officers, reviewers, or program staff who need direct responsibility for a particular proponent. Remove users when responsibilities change.