Adding and Removing Team Members, Resources, and External Contacts

Collaborate allows you add or remove people and resources as needed. The Info panel includes a series of Add / Remove buttons that display a context menu with the available assets when clicked.

The following illustration shows the Add Team member menu. In this case the user has already added five team members — including themselves, as identified by the blue outline around the user's avatar.

The list of contacts in the Teams section is limited to Employees and Freelance contact types only. If you have created additional contacts under either the Guest or Organization categories, these users appear in the External Contacts section.

If you see a purple dot above the contact’s avatar, it indicates that the user has enabled their Out of Office status.

To add or remove team members, resources, or external contacts:

1. Click the Add / Remove button under the Team, Resources, or External Contacts.

2. (optional) Click the Show All button to display additional team members, resources, or contacts.

3. (optional) Use the search tool to narrow the results list.

4. Click the check box to the left of one or more contacts or resources to select them.

5. Press the Esc key, or click another area of the user interface to exit the menu.

   If you press the Esc key while creating a new topic or assignment, the action closes the window.