Managing Status Sheet Members

Accessing the Sheet Members Page

  1. As a sheet administrator, navigate to the sheet you want to change.

  2. While in a sheet, click on the sheet info Menu button menu and select Status sheet info.

    Sheet about

    This will bring up the About status sheet details.

    Sheet detail

In the People with access section you will see a list of all members who have been added to the sheet.

Adding Sheet Members

  1. Select the Share button Add members button. This will bring up the Share dialog.
    Share dialog
  2. Follow the steps in the Sharing a Status Sheet instructions.

Sheet Member Actions

There are a number of actions that are available from the menu Use menu button for each team member.
Member menu

  • Show member - display the details for that member's user profile.
  • Change to Administrator (and other roles) - specify the status sheet role for the member within the team.
  • Do not send status update report - select this option to skip sending weekly status update reports to the member. They will be able to access the information in the application but will not receive the emails.
  • Show history - show a history of changes to this member
  • Remove user - remove the member from this status sheet.