How do I add a teammate?
Start by clicking on your name on the right side of the top navigation bar. Click the "Team" option to add teammates.
Next, click the "Add Teammate" button on the screen's upper right side.
Enter the email address of the teammate you wish to add, then click "Send invite".
Your teammate will receive an email containing a link to log in and join the team. Alternatively, you can copy this link from the Teams dashboard and send it directly.
How do I deactivate a teammate?
You can deactivate teammates.
First, click on the ellipsis in the row of your teammate's name.
Select "Deactivate User."
A window will appear where you can click "Confirm."
Your teammate will receive an email that their account has been deactivated.
If you need to, you can reactivate your teammate by following the steps provided here.
How do I reactivate a teammate?
You can reactivate teammates to rejoin a project.
To do this, locate the teammate you wish to reactivate in the Inactive Teammates section of your team dashboard.
Click on the ellipsis next to their name.
Select “Reactivate user.”
The team member will receive an email invitation with a link to rejoin your team.
Upon logging in, their name will appear again under your Teammates.
How can I see roles assigned to me?
There are two ways to view roles assigned to team members. On the upper left side of the role dashboard, there are two tab options:
- Mine Only: This tab allows a user to view only the roles currently assigned to them.
- All: This tab displays all roles the team is working on, including assignments for each team member.
How do I delete role assignments?
To delete role assignments, click on the three dots at the end of the row for the specific role.
Click "Manage assignments".
In the window that appears, you can add or remove assignees and then click "Done."
How do I assign a team member to a role?
To assign roles to a team member, click "+Assign Someone" in the roles dashboard.
Enter the name or email of the team member, or select from the drop-down options.
After selecting all the team members to be added, click "Done."
