Working with team members

14 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: Add team members

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 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.

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.

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 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 by Jennifer B.

Primary contact: Remove someone 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 Member…

Updated by Jennifer B.

Primary contact: Grant someone full rights

When adding to a 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 information for the team memb…

Updated by Jennifer B.

Primary contact: Revoke someone'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 by Jennifer B.

Primary contact: Hide team members

When adding 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 information or select th…

Updated by Jennifer B.

Primary contact: Make hidden team members visible

Option 1 Click Team Member in your Main menu. Click the 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

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 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 are restored to the project and can participate a team member again.

Updated by Jennifer B.

Primary contact: Add a resource

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 by Jennifer B.