Team Section: Add Members

Project Admins can grant or revoke users’ project access in the Team section. You can add or remove individual users, or entire teams, from the project.

In the desired project, find and select Team in the lefthand side menu. Continue reading to learn how to add or remove members and teams from a project.

• Add or Remove Members
• Add or Remove Teams

Add or Remove Members

Add Member

You can either add an existing member of your Filevine Org / account, or create a new user. To begin, click + Invite in the top right corner of the Team section.

In the Invite a Member or Team modal:

1. Search for and select the desired user. For existing Org- or account-level members, enter the user’s email or username and select them from the dropdown. For new users (like guests), enter the user’s entire email address and select Invite New User from the dropdown.
2. Enable or disable project notifications. If you’d like the user to receive project notifications in their user feed, toggle on Subscribe to Project Notifications. Otherwise, leave this setting toggled off.
3. If applicable, acknowledge adding an external user. For new users (like guests), select the checkbox to acknowledge you’d like to add an external user to this project.
   
4. Click Invite. 

The newly-added user will appear in the Roles, Teams, and Members tabs. In the Teams tab, they will be added to the “Unassigned Members” group.

Remove Member

To remove a user from a project, open the member’s flyout anywhere in the Team section. In the flyout, click Remove Member from Project.

Once you remove a user from one team at the project level, they are also removed from all other associated teams in that project. In other words, you only need to remove a user one time to remove them from the project entirely.

Once a team member is removed, they no longer appear in the Roles or Members tabs. If they were part of a team in the project, they are listed as Removed in the Teams tab. Select a team to open its flyout and view any removed team members.

Add or Remove Teams

Add Team

To begin adding a team to the project, click + Invite in the top right corner of the Team section.

In the Invite a Member or Team modal:

1. Search for and select the desired team. Enter the team name or description and select it from the dropdown.
2. Enable or disable project notifications. If you choose to enable the Subscribe to Project Notifications toggle, all team members with their subscription settings turned on (set in the Member Access tool at the team level) will be subscribed to the project. If you toggle this setting off, no members will be subscribed to the project, regardless of their team-level settings.
3. Click Invite. 

The newly-added team will display in the Teams tab, and the members of that team will also appear in the Roles and Members tabs.

Team members will be added with the project access level, roles, and initial subscription status (if the subscription toggle was enabled upon adding) that were defined by the team in the Member Access tool. If a team member’s access or roles are changed at the team level, these changes will also be reflected in the project, with the exception of the subscription setting.

Remove Team

To remove an entire team from the project, navigate to the Teams tab and select the desired team. In the Team Details flyout, click Remove from Project, and then click Remove Team to confirm.

If you are a member of this team—and are not a member of any other teams on the project—you’ll see a secondary message asking if you’d like to remain on the project as an individual.

• To retain your access: make sure the Retain my project access checkbox is selected, and then click Remove Team.
• To revoke your access: uncheck the Retain my project access checkbox, and then click Remove Team.

Once a team is removed, it no longer appears in the Teams tab. Removed members no longer appear in the Roles or Members tabs.