Adding users to a team allows you to manage projects more effectively and ensure that the right people have access to specific areas. Here’s how you can add an existing user to a team.
Steps to Add a New User to a Team
The first thing to note is that you need to have the correct permissions to add a user to a Team. Only Organisation Administrators can add a user to a team. See here for more information on different permissions.
To begin with you'll need to invite the new user to join the Organisation. Navigate to the Organisation Settings section of the platform and select Users.
Select Invite User
Manage Permissions: When adding the new user, you can add the email address, role of the user and which team(s) they should be part of.
Send Invite: As soon as you send the invite, the user will receive an email with instructions on how to log in.
When that user logs in, they'll only have access to the team(s) they have been assigned to.
What You’ll See in the Users Section:
List of All Users: You’ll see a list of all current and pending users within your organisation.
User Permissions: You can check what permissions each user has by clicking on the View Permissions box.
Invitation Status: Next to each user, you’ll see whether they’ve accepted their invitation or if it’s still pending.
Team membership: You can see how many team(s) a user is a member of. Select the user to see which team(s) they are part of.
Viewing Team Members
To see a list of all the users in a team:
Go to Settings: Start and navigate to the Team Settings section of the platform and select Team Members
You'll then see a list of all the users associated with that Team
You'll be able to see what team permission they have and whether they are an Organisation Administrator, Team Member or a Team Manager.
Steps to Add a Existing Users to a Team
If you want to add existing users to a team (e.g you may have just created a new team). You'll need to follow these steps:
Navigate to Organisation Settings
Click on Teams, then select the team you want to add users to.
Select Add Team Member and scroll through the list of all those users added to your organisation. Select the users you want to add to the team.
That user will then be added to the team.
Important Note:
Team Managers have the ability to access team settings and therefore have the ability to see a list of all the members in a team. They also have the ability to change the permissions of a Team Member > a Team Manager. Here's how to change team permissions.