Working with others in

Team members is a platform which allows you to work alone or with others. Others can include people from your own or a different organisation. Work in is centred around Teams, and Teams are part of Initiatives where work gets done.

You and other users have the opportunity to control who you work with and how much you share with them on an Initiative by Initiative basis.

Team Member Permissions

In the various Initiative areas, gives you the opportunity to control how much team members can do within that Initiative. Different Initiatives offer different permission types but in general there is one person who creates the Initiative and they can then alter the permissions for other team members to also be responsible for managing, administering or moderating the Initiative. Other team members are more focused on contributing and participating within the Initiative.

In some Initiative areas e.g. Accounts, you can also have senior management oversight.

Individuals and Groups in Teams

Typically, you’ll add individuals into your Initiatives as team members. There are occasions, however, where you might want to add larger Groups at once e.g. for the benefit of visibility of the Initiatives without necessarily full team membership rights. To learn more about adding Groups to teams, click here.

Adding someone to the team

Adding new team members is simple, but in order to do it you need to be an administrator of that initiative. To add a new team member:

  1. Find the initiative you want to add someone to
  2. Click the team icon to view its team
  3. Click the add new team member button
  4. Type in the first few letters of the user, group or organisation you would like to add
  5. Use the list that appears to select who you want to add
  6. Once selected click add to team

Best practises for the best team members

Adding new team members to Initiatives you’re working on in is really easy – but just because it’s easy doesn’t mean you should. Before adding a new team member to an Initiative, consider the following questions.

  • Will this team member contribute towards the overall Purpose and Goals of this Initiative?
  • Assuming “yes”, are they simply a team member or do they need additional management rights for the Initiative?
  • Have you considered your information sharing agreement and thought about the principles of the Data Protection Act?

Top tips for team membership:

  1. Review your team memberships regularly to make sure people only have access to Initiatives that are relevant to them.
  2. We’d recommend that each Initiative has more than one Administrator, Owner or Moderator in case of staff sickness, holiday or other absence.


Something to remember: If you can’t find the user you’re trying to add to an Initiative then it may be that their profile visibility is set to hidden or they don’t have a license. If they don’t have a license then suggest they contact their administrator.