This article shows you how to edit a Team Member in Project Team. 

Only the Project Owner, Super Admin or  Admin has the ability to Edit a Project Team, Project Members can only view the list as a Directory.

Select the Team Member you would like to Edit and click on the Edit toolbar button.

*You can also just double tap on a Team Member’s Icon in the Grid to open the Edit page.

This will allow you to Edit the currently selected Member.


On a Mobile Device, click on the Triple Dot Menu on a specific Member to view the options.  Click on Edit Member to Edit the selected Member's Information.

How To?

How to Add New Team Members

How to Edit a Team Member

How to Delete a Team Member

How to Activate/Deactivate a Team Member

How To Manage A Team Member's Permissions

How to LiveChat a Team Member

How to LiveLink a Team Member

Project Settings:

Project Info

Project Team


Project Locations

List Manager

PLANNER™ Settings:

Work Teams

Daily Settings


Work Categories

Skills & Certs




Default Board

FIELD™ Settings:



Manage Templates

Manage Palettes

Drive Security

PRO™ Settings:

App Studio

Report Manager


Admin Settings:

AnyConnect Device Manager

Permission Groups

Last Updated: Mar-03-21