Working with team members

13 articles

Primary contact: Project resources

Resources are companies or individuals who have been invited to participate in a project. Resources become team members when they accept the invitation.

Updated by Jennifer B.

Primary contact: When to hide or unhide team members

You can hide or unhide team members at the time they are invited to a project or at any time during the claim process. You can see which team members are hidden by clicking on the Team Members tab an…

Updated by Jennifer B.

Primary contact: Know if team members are visible

Contact cards for hidden team members are located under a "Hidden from Policyholder" section on the Team Members tab. Policyholders cannot see the "Hidden from Policyholder" heading or any of the con…

Updated by Jennifer B.

Primary contact: Accept a request to join a project

You are notified when someone requests team membership for a specific project. Click the link in the notification. Click Accept on the requester's card on the Team Member page.

Updated by Jennifer B.

Primary contact: Reject a request to join a project

You are notified someone requests team membership for a specific claim. Click the link in the notification. Click Decline on the requester's card on the Team Member page. Click Decline in the Team Me…

Updated by Jennifer B.

Primary contact: Remove someone from a project

Option 1 Click Team Members in Main menu. Click the vertical ellipsis [ ] on the contact card of the team member you want to remove. Select Remove Team Member. Click Remove in the Remove Team Member…

Updated by Jennifer B.

Primary contact: Grant someone full rights

As the team member is being added to the project Click Team members in your Main menu. Click Add team member. Select the type of team member you are adding. Select the team member or enter the inform…

Updated by Jennifer B.

Primary contact: Revoke someone's full rights to a project

Option 1 Click Team Members in your Main menu. Click vertical ellipsis [ ] on the contact card of the team member whose full access you want to revoke. Select Revoke Full Access. Option 2 Click VIEW…

Updated by Jennifer B.

Primary contact: Hide team members

As the team member is being added to the project Click Team Members in your Main menu. Click Add team member. Select the type of team member you are adding to the project. Enter the team member's inf…

Updated by Jennifer B.

Primary contact: Make hidden team members visible

Option 1 Click Team Member in your Main menu. Click vertical ellipsis [ ] on the contact card of the team member you want to make visible. Select Unhide from Policyholder. Click YES in the Unhide Tea…

Updated by Jennifer B.

Primary contact: How hidden team members participate

Hidden team members Cannot share messages, videos, images, or documents with the policyholder. Can share messages, videos, images, and documents with other team members, including the primary contact…

Updated by Jennifer B.

Primary contact: Removed and re-added team members

When you re-add a team member to a project, they are notified by email that they have been restored to the project and can participate as a team member again.

Updated by Jennifer B.

Primary contact: Add a resource

Resources you add to a project receive an invitation to join the project. Invite existing resource (individual – from company; team; or company resources) Option 1 Select Team members in your Main me…

Updated by Jennifer B.