The Team section lists all users that have access to a project and allows project Admins to edit user permissions, notifications, and roles. Learn more about project permissions.
The Team section contains two tabs: Roles and Members. (For information on the coming Teams tab, read more.)
The Roles tab organizes team information by roles, while the Members tab organizes team information by members. In the Roles tab, you can view a list of the project’s roles, and the first position member for each role, and you can change the first position or add members to roles. In the Members tab, you can view a list of all the project’s members. You can also change their access, project subscription, and more in the user flyout.
If you are searching or managing the project’s roles, use the Role tab. If you are managing the project’s members, use the Member tab.
In the Roles tab, you can view a list of all roles being used for the project, the number of team members with the role, and the member in the first position for a role.
What is a Role?
Roles are used in Taskflow and make it possible to assign tasks based on responsibilities in the project, rather than on the specific user. Roles can be created, edited, or deleted using the Roles Setup Advanced tool. Roles, as well as first position assignments, can be tracked and reported in a project in reports and in the project’s vitals.
To assign a role for more than one project, you can use the Org > Members tool. The Mass Update Permissions Advanced tool can also be used to assign project roles and role position assignments for all existing projects or for a subset of existing projects.
Enter in the search box to filter the list. Click the Invite button in the top right corner to add a team member to the project.
The first position member is displayed in the table. To view other members with the role, click the caret next to the first position member. Select another member from this dropdown to move them to the first position.
Any roles without assigned users are automatically collapsed at the bottom of the list. Click Unassigned Roles to view these roles.
Click on a role to open the role’s flyout. In this flyout, you can adjust members’ positions for the role. You can also add or remove members from the role.
Taskflow assignments, vitals, and role reports depend on which user is in the first position of the role group. To adjust the role position, hover over the dotted line at the left of the member and drag and drop the member to the new position. Members can also quickly be moved into the first position by clicking the empty badge icon to the right of their name.
Click Add Member and then enter and select an existing team member to add them to this role.
To remove a member from the role, click the “minus” person icon in the top right of the flyout. Select the member you would like to remove from the role, and click Remove Member.
In the Members tab, users are organized by their level of project permissions: Admin, collaborator, or guest. Click the access level buttons to filter by members with that access level. Use the search box to filter users with the selected access level, and click the Invite button in the top right corner to add a team member to the project.
Within an access level, you can view a list of the team members in the project, along with the following project information:
- the member’s project access
- their assigned roles
- whether they are subscribed to the project
- their username
Note: If a member has more roles than fit in the column, the number of additional roles will be indicated. Additional roles can be viewed in the dropdown.
In this tab, you can also customize the table by changing the sort order, filtering a column, resizing or pinning columns, and more. Learn more about managing the table.
Edit Roles, Access, and Guest Sections
Change a member’s access or roles in this table by clicking the caret to open the dropdown. Change whether they are subscribed to the project by toggling the subscription option on or off.
For guest users, control their access to project sections by selecting a member using the checkbox on the right, and clicking the key icon to open a project section access flyout.
Access level, roles, and subscriptions can also be managed by selecting a member and clicking the respective icons.
Click a member’s name or username to open the Members flyout. Here, you can edit the member’s access level, roles, and subscription, remove the member from the project, and view their contact information.
Note: You can edit a member’s roles in this tab. However, you cannot change a member’s role position in the Members tab. Use the Roles tab to adjust positions or change the first position for a role.