Primary contact: Add team members

Updated by Jennifer B.

You can hide a team member from the policyholder's view when you first add them or at any time throughout the life of the project.
You can grant team members full access to a project when you initially add them or at any time throughout the life of the project.

There are a number of types of team members you can add to a project, including Individual-from company, Individual-external, and Company.

Individual-from company

These typically individuals already set up by your company’s administrative user.

Team members receive a notification letting them know they’ve been added to your claim, if they are already resourced by your company and available in the drop-down list.

  1. Click Team members in your Main menu.
  2. Click Add team member.
  3. Select Individual-from company.
  4. Select the resource from Search by name or email drop-down menu.
  5. Click Add.

Individual-external

These are professionals outside of your organisation who are not set up as individual resources inside your organisation or as company resources.

  1. Click Team Members in your Main menu.
  2. Click Add team member.
  3. Select Individual-external from the Type drop-down menu.
  4. Enter the individual’s email address.
  5. Click the plus sign (plus sign).
  6. Click Add.

Team members who are not resourced by your company but have been invited to participate in this one-time collaboration receive an email inviting them to create an account. They will show up in the “Pending” section under the Team Member tab until they create an account and accept the invitation to join the project.

Company

These are third-party resources your company has set up who will be assigning their own team members to collaborate with the policyholder. These resources must be set up ahead of time by your company’s administrative user and will appear in the company team member drop-down list.

  1. Click Team Members in your Main menu.
  2. Click Add team member.
  3. Select Company from the Type drop-down menu.
  4. Click on the company in the Select company drop-down menu.
  5. Click Add.

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