In addition to a user's ability to manage their team, a Company Administrator in the RedJade® Suite also has permissions to edit a user's team. An administrator can add and remove members from a user's team and also add or remove them from other user's teams they are on.


SEE ALSO – Manage Teams for further details on how users can manage their own team.



To manage a user's team:

  1. From the ADMIN section, select USERS from the left navigation pane. Select the user to view his or her profile.



  2. From the selected user's profile, select the TEAMS tab.



  3. Under the PEOPLE ON YOUR TEAM section you can manage the selected user's team.

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

    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.



  4. Click on [ADD MEMBERS] to view a list of active member that can be added to the selected user's team. 



  5. Click on the + next to a user to add them to the selected user's team. Repeat for all users to add.

    Alternatively, click on ADD ALL USERS to add all active users to the selected user's team.


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


  6. 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 the selected user's team.



  7. Under the TEAMS YOU ARE ON section is a list of users whose team the selected user has joined. A user can only be joined to another user's team by a company administrator or by the other user adding you as a team member.



  8. Click on [JOIN TEAMS] to view a list of active users whose team to join the selected user to.



  9. Click on the + next to a user to join the selected user to their team. Repeat for all users to join to their team.

    Alternatively, click on JOIN ALL TEAMS to join the selected user to all user's teams.


    Click on the [x] button to close the join teams list.


  10. To remove the selected user from a user's team, click on LEAVE in the line corresponding to the user's name.

    Alternatively, click on LEAVE ALL TEAMS (#) to remove the selected user from all user's teams.