Managing Team Members

In protected team projects, you can add and remove members as needed. You must be a project leader of the project to manage its members.

Adding a New Team Member

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

2.On the File menu, click Project properties.

3.Click the Team members tab.

4.In the empty line at the end of the list of members, type the new member's e-mail address. Citavi automatically generates a random password, but you can replace it with any password you want. (The team member can change the password later.) Repeat for each new member you want to add.

5.Assign a role to each member.

6.If you want to notify the members that they have been added to the team project, 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.

Importing Team Members from Another Team Project

If you already have another project with members you want to add, you can import the members rather than adding them each by hand.

1.Open the protected project you want to import members to. Log in if necessary.

2.On the File menu, click Project properties.

3.Click the Team members tab.

4.Right-click anywhere in the list of members and then click Import from existing project.

5.Choose the team project containing the members you want to import. Citavi automatically generates a random password for each user, but you can replace them with any passwords you want. (The team member can change the password later.)

6.Assign a role to each member.

7.If you want to notify the members that they have been added to the team project, 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.

Removing a Team Member

1.Open the protected project you want to import members to. Log in if necessary.

2.On the File menu, click Project properties.

3.Click the Team members tab.

4.Right-click each member you want to remove and then click Remove.

5.If you want to notify the members that they have been removed from the team project, 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.

URL for this page: http://manual.citavi.com/en/?managing_team_members.htm (Last updated: 05.10.2011 14:55:12)
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