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Inviting Team Members

Overview

You can add Team Members from the following locations.

  • The Active tab of Profile Center
  • The Profile tab of a specific profile
  • The Team tab of a specific profile

Permissions

You must be an Admin or manager to complete this task.

Select the applicable tab for your edition of Responsive.

  • Inviting Team Members

    Inviting Team Members From the Active Tab

    To invite team members from the Active tab, follow the steps below.

    1. Navigate to the Active tab.
    2. Click the avatar icon. The Manage Team Members modal with a list of members who have access to the profile is displayed.
    3. Type the name or email of the team members you want to invite in the input box. You can add multiple team members.
    4. Choose the role you want the selected members to have:
      1. Sharer: Users with this permission can View, Share, and Download the profile.
      2. Collaborator: Users with this permissions can Create, Edit, View, Share, and Download.
        Note: Only users with Admin and Manager roles can be assigned as Collaborators. Users with limited permissions are highlighted in red and must be removed to proceed. Learn more about permissions here.
    5. Click Add Members.
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      Alternatively, you can click Manage Entire Team on the Manage Team Members pop-up to switch to the Team tab and then add team members by following these instructions.

    Invite Team Members from the Profile Tab

    To invite team members from the Profile tab, follow the steps below.

    1. If this is the first time, click Add Team, or click the + icon at the top right to add team members. The Manage Team Members pop-up with a list of members who have access to the profile is displayed.
    2. Type the name or email of the team members you want to invite in the input box. You can add multiple team members.
    3. Choose the role you want the selected team members to have:
      1. Sharer: Users with this permission can View, Share, and Download the profile.
      2. Collaborator: Users with this permissions can Create, Edit, View, Share, and Download.
        Note: Only users with Admin and Manager roles can be assigned as Collaborators. Users with limited permissions are highlighted in red and must be removed to proceed. Learn more about permissions here.
    4. Click Add Members.
      42

      Alternatively, you can click Manage Entire Team on the Manage Team Members pop-up to switch to the Team tab and then add team members by following these instructions.
      41

    Invite Team Members From the Team Tab

    To invite team members from the Team tab, follow the steps below.

    1. Click Add Team Members. The Manage Team Members pop-up with a list of members who have access to the profile is displayed.
    2. Type the name or email of the team members you want to invite in the input box. You can add multiple team members.
    3. Choose the role you want the selected members to have:
      1. Sharer: Users with this permission can View, Share, and Download the profile.
      2. Collaborator: Users with this permissions can Create, Edit, View, Share, and Download.
        Note: Only users with Admin and Manager roles can be assigned as Collaborators. Users with limited permissions are highlighted in red and must be removed to proceed. Learn more about permissions here.
    4. Click Add Members.
      43
  • Essentials features are subscription-based and may not be available for all users. Contact your account manager, or accountmanagers@responsive.io, for more details.

    Inviting Team Members

    Inviting Team Members From the Active Tab

    To invite team members from the Active tab, follow the steps below.

    1. Navigate to the Active tab.
    2. Click the avatar icon. The Manage Team Members modal with a list of members who have access to the profile is displayed.
    3. Type the name or email of the team members you want to invite in the input box. You can add multiple team members.
    4. Choose the role you want the selected members to have:
      1. Sharer: Users with this permission can View, Share, and Download the profile.
      2. Collaborator: Users with this permissions can Create, Edit, View, Share, and Download.
        Note: Only users with Admin and Manager roles can be assigned as Collaborators. Users with limited permissions are highlighted in red and must be removed to proceed. Learn more about permissions here.
    5. Click Add Members.
      40

      Alternatively, you can click Manage Entire Team on the Manage Team Members pop-up to switch to the Team tab and then add team members by following these instructions.

    Invite Team Members from the Profile Tab

    To invite team members from the Profile tab, follow the steps below.

    1. If this is the first time, click Add Team, or click the + icon at the top right to add team members. The Manage Team Members pop-up with a list of members who have access to the profile is displayed.
    2. Type the name or email of the team members you want to invite in the input box. You can add multiple team members.
    3. Choose the role you want the selected team members to have:
      1. Sharer: Users with this permission can View, Share, and Download the profile.
      2. Collaborator: Users with this permissions can Create, Edit, View, Share, and Download.
        Note: Only users with Admin and Manager roles can be assigned as Collaborators. Users with limited permissions are highlighted in red and must be removed to proceed. Learn more about permissions here.
    4. Click Add Members.
      42

      Alternatively, you can click Manage Entire Team on the Manage Team Members pop-up to switch to the Team tab and then add team members by following these instructions.
      41

    Invite Team Members From the Team Tab

    To invite team members from the Team tab, follow the steps below.

    1. Click Add Team Members. The Manage Team Members pop-up with a list of members who have access to the profile is displayed.
    2. Type the name or email of the team members you want to invite in the input box. You can add multiple team members.
    3. Choose the role you want the selected members to have:
      1. Sharer: Users with this permission can View, Share, and Download the profile.
      2. Collaborator: Users with this permissions can Create, Edit, View, Share, and Download.
        Note: Only users with Admin and Manager roles can be assigned as Collaborators. Users with limited permissions are highlighted in red and must be removed to proceed. Learn more about permissions here.
    4. Click Add Members.
      43

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