Team members

Team members are the users of the company who are linked into some logical unit, for example, departments. Team members need to be added by looking them up in this menu and clicking to select them. To search for users we can use the menu at the top of the screen which will allow us to find a certain group of users faster and therefore a specific user we want to include in the created team.

It is also possible to add entire user groups to the team (link to settings -> user group), which are defined in the company settings. If such a group is a member of a team or several teams, the new member can be added to such a user group and thus automatically gets the right to be a member of all teams in which the user group is a member.

There are 2 types of team members:

• Internal member - this is a user who must be an internal member of the company and therefore must have a license for this member (reference to an internal member in the company). A team member can have the following rights:
  • Team administrator - this member has access to the team settings (unlike the supervisor, they do not have access to all project data),
  • Team supervisor - team administrator has access to the team settings,
  • Management team - the user has all the tools available to manage the team (link to the bookmarks chapter in the team details) And they are:
    • Tasks to react,
    • Management tasks,
    • Meetings
  • Can add a workgroup - the user is allowed to add workgroups within the team (link to team detail -> workgroups chapter)
• External member - this is a user who must be one of the following users in the company:
  • External user (link to an external user in the company),
  • External user with licensing.

An external team member can have the same rights as an internal team member in addition to the admin rights, but they only apply to data that has privacy set to public:

• Management team - the user has tools available to manage the team (similar to an internal member), but the content is privacy-controlled, i.e. they only have the right to see objects with public privacy,
• Can add a workgroup - the user can add workgroups within the team (link to team detail -> workgroups chapter)

User group - if the User group is a member of the team, it is a so-called exception in which we do not define the type of team member but it is taken from the type of user in the company and the rights are evaluated accordingly. At the same time, it is not possible to assign the administrator right to it.