The Team section of the Workspace Sidebar is where workspace admins are able to add, remove, and control access for team members within a workspace. To access the Team section, click the Team link from the sidebar. Changes made in Team affect the member’s workspace access. To edit project-specific teams, see Configure: Members.

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Add new member to Workspace

To add a new team member to a workspace, click the Add member button. A pop-up window will appear to enter the details of the new team member to be added. Enter the name, email address and role level. If you would like to notify the new team member by email, ensure the notification option is on. When all details have been entered, click Add to add the new team member to the workspace.

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Edit team member workspace access

To edit a team member’s project access and visibility, find the name of the team member you would like to edit in the team list. Mouse over their name and click the 3-dot menu that will appear on the right hand side. From this menu, mouse over Project access and visibility and a flyout menu will appear with all the projects the team member can access in the workspace.

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Remove team member from a project

To remove a team member from a specific project, follow the steps above and on the flyout menu, mouse over the name of the project you would like to remove the member from. A red icon will appear; click this to remove the team member from that project. A pop up confirmation will appear with the team member’s name and the name of the project to be removed from. If you are sure you want to remove the team member from the selected project click “OK”, and the team member will be removed.

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Invite workspace member to a project

You can invite a member to a project from either:

1. The project’s Settings > Members page
2. The workspace Team page, using the menu popup

From the Team page: to invite a team member to a project, find the name of the team member you would like to edit in the team list. Mouse over their name and click the 3-dot menu that will appear on the right hand side. From this menu, mouse over Invite to project and a flyout menu will appear. Click the name of the project you would like to add the team member to. A pop-up confirmation will appear with the team member’s name and the name of the project they will be added to. If you are sure you want to add the team member to the selected project click OK, and the team member will be added.

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Make team member workspace admin

To make a team member a workspace admin, find the name of the team member you would like to edit in the team list. Mouse over their name and click the 3-dot menu that will appear on the right hand side. From this menu, click User may administer workspace. A pop-up confirmation will appear. If you are sure you want to make that team member a workspace admin click OK. An admin label will appear next to their email address. For more information on workspace admin permissions, see Roles and permissions.

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Remove a team member as a workspace admin

To remove a team member as a workspace admin, find the name of the team member you would like to edit in the team list. Mouse over their name and click the 3-dot menu that will appear on the right hand side. From this menu, click User may administer workspace. A pop-up confirmation will appear. If you are sure you want to remove that team member as a workspace admin click OK. The admin label will no longer appear next to their email address.

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Exporting the members list

To export your workspace team list, click the Export button on the Team page. A CSV file will be automatically downloaded to your device, containing the following details for each team member: the date their account was created, their unique user ID, role, and email address.

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Remove a team member

To remove a team member from the workspace, find the name of the team member you would like to edit in the team list. Mouse over their name and click the 3-dot menu that will appear on the right hand side. From this menu, click Remove from workspace. A pop-up confirmation will appear. Click OK and the team member will be removed from the workspace. Removing a team member from a workspace will remove them from ALL projects they had access to.