People & Teams tab

Use the People & Teams tab to modify the membership of the teamspace, or to create and modify teams within the teamspace. You can create teams to identify groups of people within the teamspace.

What do you want to do?

See also People and teams for more information.

Add or remove teamspace members

  1. Select the teamspace and then select the People & Teams tab.
  2. Select the update members action to display the current list of teamspace members and their assigned roles. Note: If update members is not visible, click the members link on the People & Teams list.
  3. Select add or remove members to display the Choose members dialog screen. Use the dialog screen to remove members or to select new members for the teamspace and assign a role to each member.
  4. Enter or edit the email address for each member as needed. (Each member must have a valid email address.)
  5. Click ok to each screen to save your changes.

Use shift-click to select a range of names. Use ctrl-click to select multiple names.

Members of the teamspace can be included in teamspace polls, can subscribe to events, assign and be assigned to tasks, and can participate in teamspace discussions. Depending on how security is implemented at your site, teamspace members can also add and view documents and initiate meetings.

IMPORTANT: LDAP user information changes are not reflected in existing Member objects. Only Member objects created after an LDAP user information change will contain the modified information. If, for example, an employee's name changes due to marriage and the employee's name is changed in the LDAP directory, the change will not automatically be reflected in the employee's TCM Member object.

Add or remove teamspace guests

  1. Select the teamspace and then select the People & Teams tab.
  2. Select the guests link from the People & Teams list.
  3. Select the update guests action to display the current list of teamspace guests and their assigned roles.
  4. Select add or remove guests to display the Choose guests dialog screen. Use the dialog screen to remove guests or to select new guests for the teamspace and assign a role to each.
  5. Enter or edit the email address for each guest as needed. (Each guest must have a valid email address.)
  6. Click ok on each screen to save your changes.

Teamspace guests have different privileges within the teamspace than members. In general, guests cannot add content to the teamspace, and will not receive automatic notifications about teamspace events. Guests might also have restricted access to teamspace documents and other objects.

Create or change the membership of a teamspace team

  1. Select the teamspace and then select the People & Teams tab.
  2. Expand teams on the People & Teams list.
  3. Use the create a team action to make a new team. Enter a name for the team (required). You can add members at the same time, or at a later time. Once you have added members to the team, you can select one of them to be the team leader, if you wish.
  4. To change the membership, select the new team, then use the update action. Add or remove members using the dialog screen.

Email a member of the teamspace

  1. Select the teamspace and then select the People & Teams tab.
  2. Expand the list of members or the list of guests, then select the individual you want to email.
  3. Use the link in the member or guest detail area to open a blank email window.

Modify the security role assigned to a person

  1. Select the teamspace and then select the People & Teams tab.
  2. Select the update members action to display the current list of teamspace members and their assigned roles.
  3. Locate the member in the list, and use the drop-down list to change the role as needed. Click ok.

The default TCM application provides three user roles - Teamspace Administrator, Teamspace Member, and Teamspace Visitor. Your administrator may have modified the specific rights for these levels, or may have configured a different set of user roles. Consult your TCM administrator if you are unsure about how to assign roles for your teamspace members and guests.

Change the email address for a teamspace member or guest

  1. Select the teamspace and then select the People & Teams tab.
  2. Expand the members or guests list to display the current list of teamspace members.
  3. Select the member or guest from the list, then click the edit action. Enter the new email address in the field, and click ok.

See Preferences for information on changing your own default email address.