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Adding and Removing Users from a Request Team

Overview

Users with proper permissions can add and remove team members to requests.

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

Select the applicable tab for your edition of Responsive.

  • Adding a Team Member

    1. Open a request, then select Team from the Team Work drop-down list. The Team Members page displays a list of all of team members involved in the request project.
    2. Click Add Team Members, then do one of the following:
      • If the person is already in Responsive:
        1. Select Add Existing Users and enter a name in the Select from existing users field. A list of possible team members displays.
        2. Select the users you want to add, then click Confirm.
      • If the person is not in Responsive:
        1. Select Add New Users, then 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.
          Note: When you're done typing the email address, press Enter (not Tab) and ensure it is highlighted in green to confirm that the email is valid.
          image (1).png
        2. Add any tags and any existing teams the user should be associated with.
    3. Click Invite. The user will be added to the request project and to the team and receive a welcome email.

    Removing a Team Member

    1. Open a request, then select Team from the Team Members drop-down list. The Team Members page appears with a list of all of the team members involved in the request.
    2. Do one of the following to remove a team member:
      • Select the checkbox associated with the team member you want to remove from the request and click Remove.
      • Click the Menu icon next to the team member you want to remove, click Remove, then click Remove on the confirmation pop-up .

  • 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.

    Adding a Team Member

    1. Open a request, then select Team from the Team Work drop-down list. The Team Members page displays a list of all of team members involved in the request project.
    2. Click Add Team Members, then do one of the following:
      • If the person is already in Responsive:
        1. Select Add Existing Users and enter a name in the Select from existing users field. A list of possible team members displays.
        2. Select the users you want to add, then click Confirm.
      • If the person is not in Responsive:
        1. Select Add New Users, then 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.
          Note: When you're done typing the email address, press Enter (not Tab) and ensure it is highlighted in green to confirm that the email is valid.
          image (1).png
        2. Add any tags and any existing teams the user should be associated with.
    3. Click Invite. The user will be added to the request project and to the team and receive a welcome email.

    Removing a Team Member

    1. Open a request, then select Team from the Team Members drop-down list. The Team Members page appears with a list of all of the team members involved in the request.
    2. Do one of the following to remove a team member:
      • Select the checkbox associated with the team member you want to remove from the request and click Remove.
      • Click the Menu icon next to the team member you want to remove, click Remove, then click Remove on the confirmation pop-up .

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