Add and Remove Team Members

Overview

As a Team Manager or Co-Manager you may need to add or remove users when folks join your team or move on to another team in your organization. WorkBoard Administrators can also add/remove users from teams in your organization.

View Team Members

  1. Click Teamwork from the main menu
  2. Select Teams
  3. Select the Team for which you need to add/remove a user
  4. Click Team Members tab

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Add Team Members

  1. Click Teamwork from the main menu
  2. Select Teams
  3. Click the Kebab on the team you'd like to edit
  4. Select Add team member

or

  1. From a specific Teams page, hover over the +Add button in the upper right-hand corner of your Team
  2. Select Add Team Member
  3. Search in your organization for the correct user to add to your Team
  4. Click the Checkbox
  5. Select Done

Remove Team Members

  1. Click on the Kebab next to a user on your Team
  2. Click Remove from team
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  3. Select which user to which to assign their Team Action Items (across all Team Workstreams) mceclip1.png
    Note: If you don't search for and select another user to assign Team Action Items to, then their Action Items will be automatically reassigned to the Team Manager, which the Co-Manager can also reassign.
  4. Select Remove from Team

Frequently Asked Questions

What if the user I'm looking for doesn't appear when I search for them?

In some cases you may be trying to add a co-worker that has not been added to WorkBoard by your Administrator (or provisioned by your IT organization). If this is the case then you'll need to reach out to the WorkBoard Core Program Team and inquire on when they'll be added, as all users are added on a scheduled cadence, typically in correlation with their level in the organization. 

Can I add someone (such as a contractor) just to this Team and not expose them to all the data in our organization?

Yes, you can add users just to a Team by adding them via email. 

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Note: If you don't see the option to search for People using an email address, contact your CSM so it can be enabled. 

Do External Users require a WorkBoard license?

Yes, External Users do require a WorkBoard license. However, if they already belong to another WorkBoard Org then they wouldn't require another license. External Users only take a license from you when they don't exist in any other organization.

First, ask the individual that you would like to add to your team if they belong to another WorkBoard Org. If they don't, reach out to your Core Program Team to ask to add the external user to your team. 

What kind of data are External Users able to Access?

External Users are only exposed to the data on the Team to which they've been added. So, for example, if they were to go to the Heatmap or the Alignment View, they would only view/interact with data from that Team and nothing else.

Reference this article for more information about adding/removing users as an Administrator.

Yes. Go to the team's page and select the team they’re on. Next to their name on the Roster tab, click Resend to send the invitation again.

What happens to OKRs, Workstreams & Action Items, Meetings, and Biz Reviews when a user leaves the org?

Learn more about how these items are impacted when a user leaves the org and exits WorkBoard. 

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