Team members

Inviting Team Members

After creating a team, you can invite other members to collaborate on a project. To do this, go to the Members tab in the Dashboard and click the Invite Members button.

In the next window, you need to specify an email address of a new member, select his role (member or admin), and click on the Send invitation button.

A new member will receive an invitation on his e-mail, which he must accept to join the team. If a new member is authorized in Taptop, then when clicking on the link in the invitation, he will automatically go to the workspace of a team he has joined. Otherwise, he must fill in the authorization form to log in. If a user does not yet have a Taptop account, he will need to create one.

Team Member List

The Members tab displays a list of all team members, their roles, and the number of their projects.

After invitation but before its acceptance, a new member's email address will appear in the member list as Invite pending. You can resend (Resend) or remove it (Remove).

Team members roles

Team members are assigned roles that determine their rights to manage a team and projects.

There are 3 roles:

• Owner. This role is assigned automatically to a person who have created a team.
• Admin
• Member

The roles of team members are displayed in the list of team members in the Role in team column.

Rights of team members

	Owner	Admin	Member
Managing a team
Inviting and deleting team members	+	+	-
Changing members roles	+	+	-
Changing team settings	+	-	-
Deleting a team	+	-	-
Managing projects
Creating, editing, and publishing projects	+	+	+
Creating, renaming, and deleting folders, moving projects into them	+	+	+
Changing project settings	+	+	+(except for project access settings)
Duplicating projects	+	+	+
Deleting projects	+	+	-
Transferring projects to another team	+	+	-
Confirming the acceptance of a project by another team	+	+	-

The team owner and admins can change the roles of other team members. To do this, you need to select the role for the corresponding member from the drop-down list in the Role in team column.

Removing members

Team owner and admins can remove members from a team.

To delete a team member: open the drop-down menu (with “three dots”) to the right of the respective member name on the Members tab and choose the Remove menu item

Transferring Team ownership

Team owner can transfer ownership of his team to another team member.

To transfer Team ownership: open the drop-down menu (with “three dots”) to the right of the respective member to whom you want to transfer rights name on the Members tab and select the Make owner menu item.

Collaborative Work on a Project

You can collaborate on a website with other team members by taking turns working in the Design Editor. If the system detects that another user has made changes at the time of saving, a warning window will appear. You can either load the other user’s version or save your own changes.

Team members access to projects

Team owner has access to all team’s projects. By default, when you create a project, all team members also have access to it.

Team owner can change this setting and choose which team members can access a project. This can be done in the project settings in the Project access section by setting private access to a project. Private access setting is useful when team members work on different projects.

Admins also can set access to projects, to which they have access.

When a new member is added to a team, he is granted access to the team's projects based on the access settings for each project. Thus, a member will get access to a project in the following cases:

• if access to a project is set for all team members
• if private access to a project is set and a participant is included in the list of persons with access to a project.