How do I manage project teams on the Platform?  

Globality’s Platform offers collaboration tools to effectively manage project teams. This collaboration starts by inviting colleagues who will work on the project with you. You will also be able to update your project team at any time.

Invite a team member

1. Navigate to the project you would like to invite a colleague and click on "Project Team" in the project navigation panel. 

2. A list of your existing team members for the project will be displayed. To add another team member, click “Add Team Member."

3. Search for your team member by typing in their name or email address and select them from a dropdown list.

4. To add new team members who are not part of the Globality Platform, type their email address and click on create. You can then add a few details, customize the welcome message if there is a need, and click “Add to invite list.”

5. Once you have added all the team members to the invite list, click “Send Invite.” They will be added as project specific users and will have access to all workspaces in your project. If at this time you decide not to invite a team member from your list, you can remove them from the list.

Note: You can invite any colleague to the Platform who has an email address with your company’s standard domain (e.g., yourname@supplierdomain.com). If you need to invite a colleague who has an email address with a different domain (e.g., colleague@supplierdomain.co.uk), please contact Globality Support. 

Remove a team member

1. Navigate to the project and click on “Project Team” in the navigation panel.

2. Click on the ellipsis icon on the right and select “Remove from Project.” If a team member has a pending status, you can resend the invitation so that they can activate their account.