Editing Workspace Team Members

As a project manager, you may want or need to update the details of one of your team members. For example, if a workspace has been on hold and its team members have been inactive, you can update their status to Active, generating a notification to them that the workspace is beginning. Or, if a team member's role changes during the workspace, you can edit their details to update their primary role in the workspace. The role they have in the workspace affects what they have permissions to do within the workspace.

Note: If a team member was added to the workspace from the Team Manager application, they may have no workspace role. If this is the case, they will not be able to access the workspace until you edit their details and assign a workspace role.

TO edit a workspace team Member's details:

1. Navigate to the workspace for which you want to edit the member details.
2. On the Workspace Menu, click Members and List View.
   A list of the team members displays.
3. Click the name of the team member whose details you want to edit.
   The Member Details window opens.

4. From the Actions tab, select Edit Member.
   The Edit Member window opens.
5. To change the status of the team member, select a status from the Member Status options.
   An active member can log into the workspace and participate in discussions, be assigned tasks and issues, and contribute documents. An inactive member can be assigned to tasks but cannot be assigned to dynamic application items or access application items from the workspace.
6. To change the primary role of the team member for the workspace, select the appropriate role from the Role list.
   
   Note: You will not be able to change the role of team members with locked workspace roles.
7. If there are additional permissions you want to assign to the team member, click Add Additional Permissions and select the permissions you want to assign.
   Additional permissions are useful if you create custom workspace roles and want to add permissions to one of these.
8. If the workspace has external billing enabled, to change or update the workspace-level external billing rate, click the Billing Rate Selector icon and select a predefined rate, or type a rate value in the External Rate box. If you do not assign a workspace-level external rate, the member's rate will be inherited based on the rate inheritance rules. For more information, see Billing Rate Inheritance Overview.
   
   Any rate you assign at the workspace-level applies only to this team member for this workspace.
   Note: If external billing is not enabled for the workspace, you do not have this option.
9. Click Save and Close to update the team member details.

Related Topics:

• Adding Existing Enterprise Users to a Workspace—How to add team members from the pool of existing users.
• Assigning a Manager in a Workspace—How to designate a manager for a workspace.
• Creating New Workspace Members—How to add team members who are not yet enterprise users.
• Managing Workspace Team Members Overview—About managing workspace team members.

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