Edit Project Team Members

Edit Project Team Members

Overview

This section describes how to add and remove team members from an existing project.

Navigation: Home > Projects > Edit

Step 1 – Start Editing Mode

  • You have two options to open the Edit Project screen:
    • Option 1: Select the Edit icon from the context menu on the Project card.
    • Option 2: Select the Edit button drop-down on the Project Details screen.

Option 1

Option 2

  • The Edit Project screen appears. It displays the following sections:
    • Details
    • Logo
    • Network
    • Team Member
  • Select the respective band to open that section in edit mode.

Step 2 – View and Modify Team Member List

  • Select the Team Member band.

  • The screen displays a list of team members in the project.
  • On this screen, you can add or remove team members.

Add Team Member

  • Select the Add button in the action area.

  • The Add Team Member process opens.
  • Refer to the Add Team Member article for instructions.

Remove Team Member

  • Hover over the team member band. The Delete icon appears in the row.
  • Select the Delete icon.

  • A confirmation dialog appears.
  • Select Yes to remove the team member.
  • Select No to cancel.

Remove Multiple Team Members

You can remove multiple team members at once from a project.

  • Select the Select button in the action area. The button changes to Deselect.

  • Select the bands of the team members you want to remove. You can select multiple bands.
  • The Remove icon appears next to Deselect. Select the Remove icon.

  • A confirmation dialog appears.
  • Select Yes to remove the selected team members.
  • Select No to cancel.

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