Once users have been added to the organization, you can add members to your team in the RedJade® Suite or remove members from your team. Your team is a group of users you want to share projects with. You can specify that all team members be automatically assigned to new projects you create. Sharing is directional, in that if you add members to your team, you can share your projects with the team. However, a team member's projects are not shared with you unless the member adds you to their team. All users can manage their team from the Admin section. Through Project Sharing, you can also add people to a project who aren't on your team.


Additionally, under the Teams You Are On section is a list of users that have added you to their team. For regular users this is a read-only view, meaning you can not add yourself to another user's team. You can only see that you have been added to their team.

A Company Administrator has the ability to manage user's teams within the organization. They can add and remove members from Your Team and also add or remove you from Teams You Are On. See Review or Change User Teams for further details.



To manage your team:

  1. From the Admin section, select TEAMS from the left navigation pane.

    Alternatively, select PROFILE from the left navigation pane and select the TEAMS tab.



  2. Under the PEOPLE ON YOUR TEAM section you can manage your team.

    Check or uncheck Automatically assign team members to new projects, depending on your preference.

    NOTE  Only new projects are automatically shared with team members. Any existing projects created prior to checking this option will need to be shared through Project Sharing. Likewise, if removing the option to automatically share with team members it will only apply to new projects. Any existing projects would need to have the sharing removed through Project Sharing.



  3. Click on [ADD MEMBERS] to view a list of active member that can be added to your team.



  4. Click on the + next to a user to add them to your team. Repeat for all users to add.

    Alternatively, click on ADD ALL USERS to add all active users to your team.


    Click on the [x] button to close the add members list.


  5. To remove a user, click on REMOVE in the line corresponding to the user's name.

    Alternatively, click on REMOVE ALL MEMEBERS (#) to remove all users from your team.



  6. Under the TEAMS YOU ARE ON section view a list of users that have added you to their team. Both active and inactive users are listed here.

    NOTE – A user can only be joined to another users team by a company administrator or by the other user adding you as a team member. See Review or Change User Teams for further details about how company administrators can manage user's teams.