Adding Member

This functionality is typically the part of the Resources area. This post describes how to assign resource access to a member when you are accessing the Resources section.

You can also invite and add the member in the Teams section or when you access the Teams page. To assign a resource access to a member in the Resources section, you need to access a specific resource and then assign the resource access by adding one or more members. You can add a member as follows:

To add one or more members:

1. On the Teams page, see the left navigation panel.

2. In the left navigation panel, click the Resources icon (), and the Resources page opens.

3. The Resources page displays the list of different resources.
4. In the list, under Name, find the resource to assign its access to the user.
5. After you find the resource, click it, and an Info panel opens.

6. In the Info panel, click View details, and a Resource Members page opens.
7. On the Resource Members page, see the top panel.

8. In the top panel, click Add Member, and the Add Member dialog box opens.
9. On the Add Member dialog box, click Add Member, and two lists open.
10. Click the first list, and then select the member’s email ID.
11. Click the second list, and then select the role that you want to assign to the selected member.
12. To add other members, perform steps from step 8 to step 11.
13. After you add all members, click Add in the Add Member dialog box to assign the current resource’s access to the added members.

Note: If a member already has a specific role in the current resource, the user cannot add that member to the same resource.

Removing Members

This functionality allows you to remove one or more members from the list of added members on the Resource Members page. After you remove members from the list, they cannot access the resource.

To remove one or more members:

1. On the Teams page, see the left navigation panel.

2. In the left navigation panel, click the Resources icon (), and the Resources page opens.

3. The Resources page displays the list of different resources.
4. In the list, under Name, find the resource to assign its access to the user.
5. After you find the resource, click it, and an Info panel opens.

6. In the Info panel, click View details, and a Resource Members page opens.
7. On the Resource Members page, see the list of added members.
8. In the list, under Name, find the member who you want to remove.
9. After you find the member, click the adjacent left check box to select the member.
10. Repeat steps 8 and 9 to select other members.
11. After you select one or more members, click Remove in the top panel, and the selected members are removed from the list.