If you are getting notifications of RFEs or Orders and your co-workers aren't, make sure they are a part of the team list in that particular project.
There are two methods to approach:
Method 1: Create a team template via the steps below to ensure they will be automatically invited as soon as you are invited to a project.
Method 2: Individually invite your members to each project that notifications are required from.
How to Create a Team Template
You can create Team Templates to easily invite a group of people to a project team. There are two steps to creating a team template. First, create the team template; then, populate the team template with members.
To create a team template:
- Click the Admin tab, then click the My Info sub-tab.
- Click the Team Templates tab.
- Click Create in the Team Template List.
- Enter a Title in the New Template Properties area, then enter an optional description.
- Click Continue...
On the next page, add team members to the team template:
- In the User field, begin typing in the name of the user you are looking for and select from the results. Or, click the Contacts link next to the User field, select a user, and click Done .
- Choose a Role for the user, then click Add Team Member.
- Repeat until you've added all the users and roles for your team template.
- If you know the roles that should be on a team template but don't know the users to be assigned to the role, you may leave the user name blank. You can then assign users when you use the role in a team template.
- Be certain to assign both a user and a role if you want to include an automatic invitation. Automatic invitations can only be sent if the user is specified.
4. Click Update when you have finished building your team template.
How to Create Automatic Invitations
Automatic Invitations automatically invite members of team templates to project teams when certain events occur. You can choose any one of your created team templates as the template assigned to each type of automatic invitation. To do so, be certain you have first created at least one team template (instructions above).
To assign a team template to an automatic invitation:
- Click the Admin tab, then click the My Info sub-tab.
- Click the Automatic Invitations tab.
- Choose a team template from the drop-down menu next to your available options, as required.
- Click Update
Now the members of your Team Template will be automatically invited to the project team when any of the selected events occur.
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