Team Management
The Team panel lets admins manage the processing team, set workload limits, and control auto-assignment.
Open the Team Panel
Click the “Team” button in the funding queue header. A slide-out panel appears.
Add a Processor
- Click “Add Processor”
- Enter:
- User ID: Their system user ID
- Name: Display name
- Email: Their email address
- Set Max Load (maximum concurrent items, default: 10)
- Click Add
Manage Processors
For each processor, you can:
| Action | How |
|---|
| Toggle Active | Switch on/off. Inactive processors don’t receive auto-assignments. |
| Set Max Load | Change the maximum number of concurrent items. |
| Remove | Deactivate the processor (soft delete). |
Auto-Assign Toggle
At the top of the Team panel:
- On: New submissions are automatically assigned to the processor with the fewest active items
- Off: All submissions go to the unassigned pool for manual claiming
Start with auto-assign off while the team gets used to My Queue and Pull Next. Turn it on once the team roster is configured.
Workload Distribution
The panel shows each processor’s current load (active items). This helps you:
- Spot uneven distribution
- Identify overloaded processors
- Decide whether to increase or decrease max load limits
