Team members

You can manage your project users and contacts in one place.

  1. Open the settings.
  2. In Project settings section of the menu, select Team members.
  • In the search field, enter the search terms.

    • The search terms apply to all the text in the grid.

In the security role settings, you can allow users to invite, edit, and remove team members for all companies or only for their own company.

You update the Contributor security role so that its users can:

  • Invite and edit Contributors from their own company.
  • Invite, edit, and remove Viewers from their own company.
Contributor permissions for team management

Team management permissions in the Contributor security role

  1. In Portfolio settings section of the menu, select Security roles.
  2. Select a security role.
  3. Select the Team management tab.
  4. In the Companies section:
    • To allow the security role to invite or modify team members for all companies and to create new companies, select the All checkbox.
    • To allow the security role to invite or modify team members for their own companies, select the Their own checkbox.
  5. In the Roles section:
    • To allow the security role to invite or edit team members with a specific security role, select the Invite/Edit checkbox for the security role.
    • To allow the security role to remove team members with a specific security role, select the Remove checkbox for the security role.

You can invite people to collaborate in your project as a ProjectSight user or a project contact.

  1. In the team member settings, select Invite on the toolbar.

    2. —Or—

    On the project banner, select Invite members.

  2. In the Email field, enter or select the email address.

    3. If you select an existing email address, the contact's name, company and default security role are entered automatically.

  3. From the Security role list, select a security role to make the new team member a ProjectSight user.

    4. —Or—

    Select None (contacts only) to make the new team member a project contact.

  4. In the First name and Last name fields, enter the name.
  5. In the Company field, select the company.

    6. —Or—

    Enter a new company name, and then select Add.

  6. Select Save.

    7. —Or—

    Select Save & add another to invite another team member.

  1. On the project selection page, select Settings button (Settings) on the project tile or row.

    2. —Or—

    In the project, select Setting button (Settings) on the banner.

  2. In Project settings section of the menu, select Team members.
  3. On the project banner, select the arrow on the Invite button, and then select Portfolio users.
    4. Button to invite portfolio users

    The Bulk invite dialog displays the portfolio users who haven't been invited yet to the current project.

  4. To filter the list of portfolio users, enter a term in the search field.

    5. The search term is applied to each column.

    If you select the checkboxes for some users and then enter a search term, those users remain selected even if they're not visible in the filtered list.

  5. Select the checkbox for each portfolio user that you want to invite to this project.
  6. From the Security role list, select the user's security role for this project.
  7. Select Invite.
  1. Open the team member settings.
  2. On the row of the team member, select Resend icon (Send).

You can update the information for your team members.

  • You can only edit the email address for team members without an assigned security role.
    • Contributor permissions for team management

    Team member without an assigned security role

  • After you assign a security role to a team member, you can't change it back to back to None (contact only).
  1. Open the team member settings.
  2. In the team members list, select Edit icon (Edit).

    3. You can also edit the information directly in the grid.

  3. Edit the information for the contact.
  4. Select Save.
  1. Open the team member settings.
  2. If the Workflow Role column isn't displayed in the grid:
    1. On the toolbar, select Column selector (Columns).
    2. Select the Workflow role checkbox.
    3. Select Apply.
  3. In the Workflow role column, select the role.

    4. The workflow role is used to assign checklist approvers.

In the team members grid, you can set team members as the:

  • Main portfolio contact: The default contact for the company. Each company can only have one main portfolio contact. When you select the company in a company field of a record, the main portfolio contact is selected automatically in the corresponding contact field.
    • Company and contact field in a contract

    Company and contact fields in a contract

  • Main project contact: The main contact for this project. Each company can have multiple main project contacts. You can use this column for reports or API requests.
  1. If the Main portfolio contact and Main project contact columns aren't displayed in the gird:
    1. On the toolbar, select Column selector (Columns).
    2. Select the Main portfolio contact and Main project contact checkboxes.
    3. Select Apply.
  2. Select the Main portfolio contact or Main project contact checkbox for a team member.

You can remove team members if they're no longer part of your project.

If you're a portfolio administrator, and you remove yourself from a project:

  • You don't appear in the team members list.
  • You don't receive notifications that are sent to all project members.
  • You don't appear in the Contacts list in dialogs for selecting a contact.
  • You retain access to every project in the portfolio.
  1. Open the team member settings.
  2. In the members list, select Remove icon (Remove) next the team member.

    3. —Or—

    Select the checkbox for one or more team members, and then select Remove.

  3. In the confirmation dialog, select Remove.