Team Management

When you click on a team in the Teams tab, you are taken to the team’s management page. On this page, you can manage the team’s members, roles, and auto-add settings. (To navigate back to the Teams tab and see the list of teams, click Teams in the breadcrumbs at the top.)

• Edit, Copy, and Delete Teams
• Members
• Roles
• Auto-add

Edit, Copy, and Delete Teams

Edit, copy, or delete a team by clicking the pencil, doc, and trashcan icons respectively. When editing, you will be able to adjust the team name and team description in the flyout. 

Copying a team will create a new team with the same members and member pre-sets. If you’d like to create a similar team, you can copy the existing team and make changes from there.

The team must be removed from all projects before it can be deleted. If it is not added to any projects, click Remove to delete the team. 

Members

Under the Members tab, you can view a table of all members assigned to the team, including:

• name
• project access
• protected sections
• project roles
• initial subscription status
• username

This table is sortable and filterable.

You can edit the project access level, protected sections, roles, and subscription status directly in the table by clicking into the respective cells. For example, change a member’s project access by clicking on the arrow in that member’s Project Access cell, and selecting the desired level from the dropdown. 

Note: Changes made to project access, protected sections, and roles will update the team members on both existing projects and newly assigned projects. Changes to subscription status will only apply to newly assigned projects. 

Add New Members

You can add new members to the team by clicking +Add Member in the top right corner. Users must already be added to the Org to be added as a team member. In the modal, search for and select the desired team member and click Add Member. 

When adding a member, you can toggle on the Subscribe to existing projects option to subscribe the member to project notifications on any projects assigned to the team.

Member Flyout

Click on the row of a member to open that member’s flyout. Here, you can view and edit the member’s subscription status, Project Access, and project roles on an individual level. You can also remove the member from the team in this flyout.

Edit in Bulk

You have the option to edit the subscription status, project access level, and project roles for multiple members at once. 

Select the desired members, and then click the bell icon for subscription status, the badge icon for project access level, and the person icon for roles. 

Select the desired change for the selected users, and then click the Update button to apply those changes. 

Remove in Bulk

Remove multiple members from the team at once. Select the members you want to remove, and then click the trashcan icon. Click Remove Members to remove the selected members from the team. 

Roles

In the Roles tab you can view a list of the Org’s roles, with the number of members assigned to them. The team member in the “First” position for the role is listed. Click the caret to see the other assigned members. 

You can change the First position for a role by clicking the caret to the right of the current first and selecting the member you’d like to be first from the dropdown. 

Org roles that have not been assigned to any team member are listed at the bottom of the list. Click to expand. 

Assign Members

To assign team members to a role, click on the role name. In the role flyout, click +Add Member, and then search for and select the desired team member. (The user must already be a team member in this team to be selected.) 

You can also assign roles to team members in the Team Members tab. 

Reorder Members

To change the order of the assigned members, click on the role name to open the role flyout, and click and drag the dots to the left of the member name to reorder. Click on the flag to the right of a member to move them to first position. 

Unassign Members

To unassign team members from a role, click on the role name. In the role flyout, click the minus person icon in the top right, and then select the member that you would like to remove. Click Remove Member. 

Auto-Add

In the Auto-Add tab, you can set the team to be automatically added to new projects based on project type. Project types are created and defined in the Customs Editor. 

This tab displays all the project types in your Org. Toggle a project type on to automatically add the team to all new projects of that type. 

Toggle on as many project types as you like, or toggle Enable in bulk to automatically add the team to all new projects of all existing project types. Toggle Auto-add ON for new project types to also automatically add the team to any new project types created in the future. 

Automatically adding a team to a project will add all members of the team, and give those members the permissions, access, subscription status, and roles defined in the Team Members and Team Roles tabs.