Assigning Roles

Citavi Team lets you assign one of three different roles to each team member in a protected project. What you can do in a project is the combination of your role and of the features your license allows you to use.

•Project leaders can read, make changes to, and manage team members in a project.

•Authors can read and make changes to a project.

•Readers can read a project, but cannot make changes to it.

 

Changing a Member's Role

1.Open the protected project. Log in if necessary.

2.On the File menu, click Project properties.

3.Click the Team members tab.

4.Click the Role for the member and then click the role you want to assign.

5.If you want to notify the members whose roles have changed, select the Notify members by e-mail checkbox. When you click OK, Citavi composes a message in your default e-mail program, which you can verify and edit before sending.

Resigning as Project Leader

1.Follow the instructions above to assign the Project leader role to one or more other team members.

2.Close the project.

3.Ask one of the new project leaders to change your role to Author or Reader.

URL for this page: http://manual.citavi.com/en/?assigning_roles.htm (Last updated: 14.06.2011 16:03:34)
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