Managing Workspace Team Members - Overview

One of the primary jobs for a project manager is managing the completion of tasks by team members.

In order to do this a workspace project manager may have to add team members to a workspace, assign tasks or issues, and edit team member details such as their  primary roles within the workspace. In addition, if some team members are external resources, the manager may have to update tasks or issues on behalf of those resources.

The project manager has the ability to manage team tasks, to view and edit details of the workspace and all the team members, and to check out and update the schedule. If a project manager has not been designated, someone with administrative permissions needs to assign a manager to the workspace.

Note: A new team member can be added to a workspace by a resource manager from the Team Manager application, when a resource previously not a part of the workspace is allocated to a resource request. If a team member is added this way, and there is no default workspace role defined for their enterprise role for that workspace type, they will have no workspace role. If this is the case, the new workspace member will not be able to access the workspace until the project manager edits their details and assigns a workspace role. A warning message advises the project manager about the situation when they navigate to the workspace.

Related Topics:

• About External Resources—A brief overview of external resources, a special group of workspace members.
• 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.
• Editing Workspace Team Members—How to edit details of a workspace team member.

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