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, click 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, click Security roles.
  2. Click a security role.
  3. Click the Team management tab.
  4. In the Companies section:
    • To allow the security role to invite or modify team members for all 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, click Invite on the toolbar.

    2. —Or—

    On the project banner, click 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 click Add.

  6. Click Save.

    7. —Or—

    Click Save & add another to invite another team member.

  1. Open the team member settings.
  2. On the row of the team member, click 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, click Edit icon (Edit).

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

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

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

  1. Open the team member settings.
  2. In the members list, click delete (Remove) next the team member.

    3. —Or—

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

  3. In the confirmation dialog, click Remove.