Team members
After creating a team, you can invite other team members to work on a project together. The Members tab displays a list of all team members, their roles, and the number of their projects.
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.
The team owner and admins can invite new team members. To do this, you can click on the Invite members button in the upper right corner of the Dashboard.
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 invite 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.
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 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
- choose the Remove menu item
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 wat to transfer rights name on the Members tab
- select the Make owner menu item
A team can only have one owner. If you transfer ownership of the team to another member, that role will be transferred to him and you will no longer be the owner of the team.
You cannot transfer ownership of a personal team.
You can leave any team, except for teams you own.
To leave a team:
- open the Projects tab
- find your name in the Members list on the right side of the window
- click on the Leave button next to your name
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.