Add and remove members

Add colleagues to a team folder with a role, change a member's role, or remove them, from the folder's Manage panel.

Everything about who's in a team folder happens in its Manage panel. Open the team folder, or any folder inside it, and select Manage beside the New button.

The Manage panel open beside the Quality & ISO 9001 team folder, on its Members tab. It reads Members (5) with an Add Member button. Eleanor Whitfield is marked Owner with the role Admin greyed out. Below her, Graham Whitfield is an Organizer, Priya Raithatha an Editor, Sian Pritchard an Auditor and Dermot Lynch a Viewer, each with a role list and a bin icon. — Five members, each with a role. The owner's role can't be changed and the owner can't be removed.

Add a member

In the Manage panel, select Add Member.
Select Select a user, search for the colleague by name or email address, and choose them.
Leave the role as it is, or choose another. The form starts on the role your administrator set as the default for new members.
Select Add. They can open the team folder straight away.

Change a member's role

Select the role beside the member's name. The list shows the four default roles and any custom roles this folder has.
Select the new role. It applies at once; there's nothing else to save.

Remove a member

Select the bin at the end of the member's row.
Select Remove.

Their access ends immediately, across the team folder and every folder inside it. Anything they uploaded stays where it is.