Managing Team Members

Some projects may include team members from both inside and outside the organization. Teams containing guest members (from outside the organization) are called Extended teams—in the Type column you can determine whether the team created is Internal (users from within your organization only) or Internal.

Within the Team view, guest members are denoted by the “guest” flag.

Here are a few differences between internal and guest team members:

	Internal	Guest
Can be a team's Primary Leader	Y	N
Can be a team's Leader	Y	N
Can be a Member	Y	Y
Can be a Viewer	Y	Y

1. To add a new team member:
   Before adding a new member to a team, they will first need to be added as a user in Moovila. Learn more about Adding a User here.

2. a.  

   Click into the More Options menu at the bottom of the left navigation, then select the Team Admin option.
   

   b.

   Select the team you’d like to add the member to from the listing by clicking on the team’s title.

   c.

   The Team Admin dialogue for that team opens. Click the Add Team Members button.
   

   d.

   A listing of potential team members opens. Select anyone you’d like to add to your team.
   

   e.

   The new team members will appear in the listing in green. By default, they will all be added as a standard “member.” Click on the button in the Type column to modify this setting. The options are:

   i.	Primary Leader – This user has complete control to invite new members and edit and delete team activity. (Note that only one member can hold this position at a time and guest users may not hold this position.)
   ii.	Leader – This user has the same rights as the Primary Leader except they cannot edit the Primary Leader. (Note that guest users may not hold this position.)
   iii.	Member – This user can view all team activity but can only edit and delete their own tasks, not those created by others.
   iv.	Viewer – This user can view activity but cannot create or be assigned tasks.

   f.

   Click Save to move forward and add the new member(s) to your team.

3. To edit a member’s role type in the team:

4. a.  

   Click into the More Options menu at the bottom of the left navigation, then select the Team Admin option.
   

   b.

   Select the team to which the member belongs by clicking on the team’s title.

   c.

   The Edit Team dialogue opens. A list of current members appears. Click the Type button for the team member whose access you wish to modify.
   
   Select the role type for this member by choosing one of the following:

   i.	Primary Leader – This user has complete control to invite new members and edit and delete team activity. (Note that only one member can hold this position at a time and guest users may not hold this position.)
   ii.	Leader – This user has the same rights as the Primary Leader except they cannot edit the Primary Leader. (Note that guest users may not hold this position.)
   iii.	Member – This user can view all team activity but can only edit and delete their own tasks, not those created by others.
   iv.	Viewer – This user can view activity but cannot create or be assigned tasks.

   Once the role type has been updated, click Save to commit changes.

3. To Deactivate a team member:
   If a team member takes leave or needs to be removed temporarily from a team, they can be deactivated.

   a.	Click into the More Options menu at the bottom of the left navigation, then select the Team Admin option.
   b.	Select the team to which the member belongs by clicking on the team’s title.
   c.	The Edit Team dialogue opens. A list of current members appears. Click the Active button beside the desired user to toggle to Deactivated. The user will still appear as a team member, but their status is Deactivated. To reactivate them, simply toggle back to Active.
   d.	Click Save to move forward with changes.

1. To Delete a Team Member: 
   If a team member needs to be permanently removed from a team and has not been assigned any tasks as a part of this team, they may be deleted. Team members who have had assignments may only be deactivated (see above).

2. a.	Click into the More Options menu at the bottom of the left navigation, then select the Team Admin option.
   b.	Select the team to which the member belongs by clicking on the team’s title.
   c.	The Edit Team dialogue opens. A list of current members appears. Click the Delete button beside the desired user to toggle to permanently deleted.
   d.	Click Save to move forward with changes.