How to Add or Remove Users from a Request Team

Overview

Users with proper permissions can add team members to requests, and remove them.

Use Case: You need to add or remove team members from requests, or create new users and include them in a request.

Adding a Team Member

1. Open a request, then click Team Work and then click Team. The Teams page displays a list of all of the team members involved in the request project.
   
   
   
2. To add new members, click Add Team Members.
   
   
   • Select Add Existing Users if the person is already in Responsive.
     1. Begin entering their name and Responsive will display possible team members.
        
     2. Select the ones you want and click Confirm.
   • Select Add New Users if the person is not in Responsive.
     1. Enter the user's email address, select a role from the menu, and specify if the user is an internal contact or the project primary contact.
        
     2. Add any tags and any existing teams the user should be associated with.
3. Click Invite. The user will be added to the request project and to the team, and will receive a welcome email.

Removing a Team Member

1. Open a request, select Team Members from the left pane and then select Team. The Team Members page appears with a list of all of the team members involved in the request.
2. Select the checkbox associated with a team member to remove the user from the request.
   
3. Click Remove from the header.
4. Alternately, click the Menu icon for the team member you want to remove, and then click Remove. You will be prompted to confirm that you want the team member removed.
   
5. Click Remove.