Team Section

The project Team section displays all users and teams that have access to the project. In the desired project, find and select Team in the lefthand side menu.

The Team section contains three tabs. The Roles tab lists all project roles and the user(s) assigned to each role, the Teams tab lists all project teams and their respective members, and the Members tab lists all individual users with access to the project. Continue reading to learn more about each tab.

• Roles Tab
• Teams Tab
• Members Tab

Roles Tab

In the Roles tab, you can view a list of all roles in the project, the number of users assigned to each role, and which user is in each role’s first position. The list of roles is arranged by the Sort Order chosen in the Roles Setup Advanced tool. Use the “Search” field at the top to filter the list.

Select a role to open the role flyout, where you can view a list of all users currently assigned to the role. Click + Add Member to assign the role to additional project users. Click the Unassign icon to unassign a user from the role.

Use the six dots ⋮⋮ to click and drag a user to a different position in the list. To quickly move a user to the first position, click the bookmark icon next to their name.

Any roles without assigned users are automatically collapsed at the bottom of the list. Click Unassigned Roles to view these roles.

Roles, as well as first position assignments, can be tracked and reported in a project in reports and in the project’s vitals.

Teams Tab

In the Teams tab, you can view a list of all teams in the project, the description of each team, and the number of members in that team. Use the “Search” field at the top to filter the list.

Select a team to open the Team Details flyout, where you can view the full team description, see a list of any removed team members, and remove the team from the project entirely if desired.

Click the caret next to a team in the list to expand it and view a list of the team members and their status (Added or Removed). Select a team member to open their flyout, where you can view and edit their subscription, project access, and roles.

Any users without assigned teams are automatically collapsed at the bottom of the list. Click the caret next to “Unassigned Members” to view these users.

Members Tab

In the Members tab, you can view a list of all users with access to the project, along with their permission level, role(s), subscription status, and username. You can filter the list using the permission-level buttons and “Search” field along the top.

If a member has more roles than fit in the column, the number of additional roles will be indicated. These additional roles can be viewed by expanding the cell dropdown or opening the Member Details flyout.

Select a user to open the Member Details flyout, where you can view additional member details and manage the user’s subscription status, permission level, and project role(s). You can also remove the user from the project.

Most cells allow you to edit their value directly in the table. For example, you can change a member’s access level by clicking on their Project Access cell, and then selecting the desired level from the dropdown.

For guest users, select the user’s checkbox and click the key icon to manage their access to project sections. Learn more about guest section access.

Team-Breaking Edits

Generally speaking, team members' roles and access levels should be managed at the team level within the Member Access tool. Downgrading a team member at the project level—by removing a role or lessening the user's permission level—will cause the entire team to be ungrouped or "broken" for that project. All members and their settings will remain, but any changes made at the team level will no longer be reflected in this project, and the team will no longer appear in the Teams tab.

To change a team member's role or access for some projects and not others, the best practice is to create a separate team with the desired setup and assign that team to the desired projects, rather than editing roles and access at the project level.

As a safeguard, only Org Admins can make team-breaking changes at the project level. If an Org Admin attempts to make a team-breaking change, they will receive a warning. Non-Org Admin users are not able to change access level or roles, or remove a team member.

That being said, you can remove a team member from the project, or update their subscription status, without breaking the team.