Working with team members

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14 articles

Primary contact: What are 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 1 year ago by Jennifer B.

Primary contact: How do I add team members to a project?

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

Updated 10 months ago by Jennifer B.

Primary contact: When can I hide or unhide team members from the policyholder's view?

You can hide or unhide team members at the time they are invited to a project or at any time during the claim process.

Updated 1 year ago by Jennifer B.

Primary contact: How do I know if team members are visible to policyholders?

Contact cards for hidden team members are located under a "Hidden from Policyholder" section on the Team Members tab.

Updated 1 year ago by Jennifer B.

Primary contact: How do I accept someone's request to become a team member of 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. For a brief overview,…

Updated 1 year ago by Jennifer B.

Primary contact: How do I reject someone's request to become a team member of a project?

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

Updated 1 year ago by Jennifer B.

Primary contact: How do I remove a team member from a project?

Option 1 Click Team Members in your 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 Me…

Updated 1 year ago by Jennifer B.

Primary contact: How do I give a team member full rights to a project without making them the primary contact?

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 1 year ago by Jennifer B.

Primary contact: How do I revoke a team member's full rights to a project?

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

Updated 1 year ago by Jennifer B.

Primary contact: How do I hide a team member from the policyholder's view?

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 1 year ago by Jennifer B.

Primary contact: How do I make a hidden team member visible to a policyholder?

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 1 year ago by Jennifer B.

Primary contact: In what ways can hidden team members participate in a project?

Team members who are not hidden can share messages, videos, images, and documents with other team members, including the primary contact. Hidden team members cannot share messages, videos, images, or…

Updated 1 year ago by Jennifer B.

Primary contact: How do I inform a team member removed from a project that they have been re-added?

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

Updated 1 year ago by Jennifer B.

Primary contact: How do I add a resource to a project?

Resources you want to add to a project will receive an invitation to join the project. Option 1: Select the Team Members tab from the Main menu on your dashboard. Click to open the Add Team Members...

Updated 1 year ago by Jennifer B.