Search tips
- To search in a subset of topics, select
in the search field and select a filter.
- To search for a specific word or phrase, add quotation marks around it (example: "budget column") in the search field.
- To remove highlighting on the search terms in a topic, select
.
- To search within a topic, select
, press Ctrl+F, and enter the search term.
TC1 version
Team members
You can manage your project users and contacts in one place.

- Open the settings.
- 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.

Team management permissions in the Contributor security role

- In Portfolio settings section of the menu, select Security roles.
- Select a security role.
- Select the Team management tab.
- 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.
- 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.

- In the team member settings, select Invite on the toolbar.
- In the Email field, enter or select the email address.
- From the Security role list, select a security role to make the new team member a ProjectSight user.
- In the First name and Last name fields, enter the name.
- In the Company field, select the company.
- Select Save.
—Or—
On the project banner, select Invite members.
If you select an existing email address, the contact's name, company and default security role are entered automatically.
—Or—
Select None (contacts only) to make the new team member a project contact.
—Or—
Enter a new company name, and then select Add.
—Or—
Select Save & add another to invite another team member.

- On the project selection page, select
(Settings) on the project tile or row.
- In Project settings section of the menu, select Team members.
- On the project banner, select the arrow on the Invite button, and then select Portfolio users.
- To filter the list of portfolio users, enter a term in the search field.
- Select the checkbox for each portfolio user that you want to invite to this project.
- From the Security role list, select the user's security role for this project.
- Select Invite.
—Or—
In the project, select (Settings) on the banner.

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

- Open the team member settings.
- On the row of the team member, select
(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.
- After you assign a security role to a team member, you can't change it back to back to None (contact only).

Team member without an assigned security role

- Open the team member settings.
- In the team members list, select
(Edit).
- Edit the information for the contact.
- Select Save.

You can also edit the information directly in the grid.

- Open the team member settings.
- If the Workflow Role column isn't displayed in the grid:
- On the toolbar, select
(Columns).
- Select the Workflow role checkbox.
- Select Apply.
- In the Workflow role column, select the role.
The workflow role is used to assign checklist approvers.

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.

- Open the team member settings.
- In the members list, select
(Remove) next the team member.
- In the confirmation dialog, select Remove.
—Or—
Select the checkbox for one or more team members, and then select Remove.