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.

Die oben beschriebenen Möglichkeiten werden ggf. durch die Art der Lizenz eingeschränkt, die Sie verwenden.

hmtoggle_plus1 Changing a Member's Role

  1. Open the protected project.
  2. On the File menu, click Project properties. Click the Team members tab.
  3. Click the row for the member and then click the role you want to assign. Choose Author, Reader or Project leader.
  4. 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.

hmtoggle_plus1 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 or to remove you from the project.