User Guide: Add/Remove Members of a Team Workspace

To manage Team Workspace members, please follow these simple steps:

Quick access to Workspace settings is also available from within the Workspace view, look for the cog-like icon in the left bottom corner of the view:

Screen_Shot_2020-02-17_at_12.32.20_AM.png

Figure 1: Getting into Workspace Management

 

In the Team Workspace management panel click "Members" tab.

Screen_Shot_2020-03-22_at_9.29.03_PM.png

Figure 2: Team Workspace members view

In order to add a Member, click on the “+ Add Members” button and start typing in the new Member’s email address. We’ll autocomplete it if the person you’re adding is already in your Contacts:

Screen_Shot_2018-12-10_at_3.52.26_PM.png

Figure 3: Adding a new Member to a Team Workspace

As seen on the figure above, you can also add members from a Distribution List.

To complete the action, click the add "Add Members".

To remove a current Member of a Team Workspace, click on the X icon next to a member name you want to be deleted. Then, click the “Remove User” button to confirm the action: 

Screen_Shot_2019-04-02_at_12.43.16_PM.png      

Figure 4: Remove the Team Workspace Member

 

For any additional questions, please reach out to the Ci Customer Success Team by submitting a request here in the Help Center. 

 

Have more questions? Submit a request