Overview

This section explains how to add team members to a project for collaboration and how permissions enable Team Members to create and manage Guided Projects. This capability reduces administrative dependency while maintaining controlled access to advanced features such as AI Draft in Response Projects.

Add a team member

Invite teammates to your project so you can collaborate on questions, answers, and reviews.

1. Open a project.

2. Select the Team icon.

3. In the Manage Team window, add team members:

   • For existing users, start typing a name.

   • Select the correct user from the list.

   • Click Add.

Enable Guided Project creation for Team Members

Administrators can enable Guided Projects creation for users assigned the Team Member role, allowing them to independently initiate and manage projects without requiring elevated or custom roles. This update removes the need for workaround configurations while preserving strict control over other advanced capabilities. Team Members will not gain access to AI Draft, ensuring that AI-assisted drafting in response remains restricted to explicitly authorized roles.

To enable the permission:

1. Navigate to Organization Settings.

2. Go to Manage Roles.

3. Select the Team Member role.

4. Locate the Guided Projects section.

5. Enable the Create Guided Projects permission.

6. Save your changes.