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Edit a Site Team

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Objective

To modify a site team in the project’s Site Teams tool.

Background

Use the steps below when you want to modify an existing site team.  You can add or remove members. You can also change the designated site team lead.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Site teams tool.
      OR
    • 'Standard' level permissions on the project's Site teams tool and you must be designated as the site team lead. 
       Note
      • To see workers added to a specific project:
        • 'Read Only' level permissions or higher on the project's Site teams tool.
          OR
        • 'Standard' level permissions or higher on the project's Site teams tool AND 'Read Only or 'Standard' level permissions on the project's Directory tool with the 'Create Contacts' granular permission enabled on your permission template.
      • To see all workers across all projects, 'Standard' level permissions or higher on the project's Site teams tool, 'Read Only' or above on the Company Directory tool and the configure setting "Can company employees be tracked on all projects?" enabled in the Company level Timesheets tool.

Prerequisites

Steps

  1. Navigate to the project’s Site Teams tool.
  2. Locate the site team you want to modify in the 'Site Team List'.
  3. Click Edit.
    edit-button3.png
  4. Modify the site team information in the 'Edit Site team Members and Site team Lead' window.
  5. Click Save.