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Adding and Removing Users from a Project Team

Overview

Users with proper permissions can add team members to projects, and remove them.

You need to add or remove team members from projects, or create new users and include them in a project.

Select the applicable tab for your edition of Responsive.

  • Removing a Team Member

    1. Open a project, then select Team from the left navigation menu.


      The Teams page displays a list of all the team members involved in the project. The primary contact icon.PNG icon identifies the project's primary contact.

      Click the Menu icon for the team member you want to remove, and then click Remove. You will be prompted to confirm that you want the team member removed.

    2. Click Remove.


    Adding a Team Member

    1. Open a project, then click Team from the Project menu.

      The Teams page displays a list of all the team members involved in the project. The primary contact icon.PNG  icon identifies the project's primary contact.
    2. To add new members, click Add Team Members. Otherwise, select Add New Users.



      Adding Existing Users

      Select Add Existing Users if the person is already in Responsive. Begin entering their name and Responsive will display possible team members.

      Select the ones you want and click Confirm.

      Adding New Users

      Select Add New Users if the person is not in Responsive.. Enter the user's email address, select a role from the menu, and specify if the user is an internal contact or the project primary contact.



      Add any tags and any existing teams the user should be associated with. Click Invite. The user will be added to the project and to the team, and will receive a welcome email.

  • Essentials features are subscription-based and may not be available for all users. Contact your account manager, or accountmanagers@responsive.io, for more details.

    Removing a Team Member

    1. Open a project, then select Team from the Project menu

      The Teams page displays a list of all of the team members involved in the project. The primary_contact_icon.PNG icon identifies the project's primary contact.



    2. Click the Menu more_options_menu.png icon for the team member you want to remove, and then click Remove. You will be prompted to confirm that you want the team member removed.
    3. Click Remove.

    Adding a Team Member

    1. Open a project, then click Team from the Project menu.


      The Teams page displays a list of all of the team members involved in the project. The primary_contact_icon.PNG icon identifies the project's primary contact.
    2. To add new members, click Add Team Members. Otherwise, select Add New Users.



      Adding Existing Users

      1. Select Add Existing Users if the person is already in Responsive.
      2. Begin entering their name and Responsive will display possible team members. 



      3. Select the ones you want and click Confirm.

      Adding New Users

      1. Select Add New Users if the person is not in Responsive.
      2. Enter the user's email address, select a role from the menu, and specify if the user is an internal contact or the project primary contact. Add any tags and any existing teams the user should be associated with.
      3. Click Invite. The user will be added to the project and to the team, and will receive a welcome email.

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