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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.
    2. The Teams page displays a list of all the team members involved in the project. Click the Menu for the team member you want to remove, and then click Remove.
      Note: The x primary contact icon.PNG icon identifies the project's primary contact.
    3. You will be prompted to confirm that you want the team member removed; click Remove.

    Adding a team member

    1. Open a project, then select Team from the left navigation menu.
    2. The Teams page displays a list of all the team members involved in the project. Click Add Team Members and do one of the following:
      team2.png
      • Select Add Existing Users if the person is already in Responsive.
        1. Start typing their name. A list of possible team members displays.
        2. Select the ones you want and click Confirm.
      • Select Add New Users if the person is not in Responsive.
        1. 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.
        2. Add any tags and any existing teams the user should be associated with, then 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 the Customer Success Team, or customersuccess@responsive.io, for more details.

    Removing a team member

    1. Open a project, then select Team from the left navigation menu.
    2. The Teams page displays a list of all the team members involved in the project. Click the Menu for the team member you want to remove, and then click Remove.
      Note: The x primary contact icon.PNG icon identifies the project's primary contact.
    3. You will be prompted to confirm that you want the team member removed; click Remove.

    Adding a team member

    1. Open a project, then select Team from the left navigation menu.
    2. The Teams page displays a list of all the team members involved in the project. Click Add Team Members and do one of the following:
      team2.png
      • Select Add Existing Users if the person is already in Responsive.
        1. Start typing their name. A list of possible team members displays.
        2. Select the ones you want and click Confirm.
      • Select Add New Users if the person is not in Responsive.
        1. 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.
        2. Add any tags and any existing teams the user should be associated with, then click Invite. The user will be added to the project and to the team and will receive a welcome email.

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