TeamDynamix Workspaces: Adding and Removing Members

Many teams use the Workspaces in TeamDynamix to categorize time spent on various types of work.  Workspace members can track their time on Workspaces, and the Workspace hours conveniently appear on their timecard for easy time entry.  This article contains instructions for Workspace owners to add or subtract team members from their workspaces.

Summary

Many teams use the Workspaces in TeamDynamix to categorize time spent on various types of work.  Workspace members can track their time on Workspaces, and the Workspace hours conveniently appear on their timecard for easy time entry.  This article contains instructions for Workspace owners to add or subtract team members from their workspaces.

• To access the Workspace management page
• To add a person or group
• To remove a person

 

How-To

Instructions

Step 1 - From the TDNext area of TeamDynamix, select the waffle icon in the upper left corner of the screen. 

 

Step 2 - Click open Workspaces.

 

Step 3 - Click on the Workspace pull-down at the top of the screen and select the name of the workspace that needs members added or removed.

Step 4 - Click the Workspace Detail pull-down at the bottom right corner of the screen, just above your user name.

Step 5 - Choose Manage.

Step 6 - Click the Members tab.

Step 7 - Follow instructions to "add a person or group" or "remove a person" below:

 

Outcome

You should be able to access the Workspace management page.

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Instructions

Step 1 - Click the Actions pull-down menu

Step 2 - Select Add People.

Step 3 - Use the magnifying glass to search for the person or group to add to the workspace.

Step 4 - Select the checkbox(es) next to the user or group, once found.

Step 5 - Click the green Insert Checked option

Step 6 - Click the green Add button.

 

Outcome

You should be able to add a person or group to Workspace.

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Instructions

Step 1 - Select the member to remove

Step 2 - Select the Actions pull-down menu

Step 3 - Choose Remove Person.

Step 4 - Choose one of the radio buttons for either 

• Remove person and delete all associated materials - This removes the person and assigns issues, contacts, etc.. to the person's manager.
• Remove person and delegate associated materials to another person - This option requires the selection of a delegate to assign the user's issues, contacts, etc.

Step 5 - Click the green Remove button

 

Outcome

You should be able to remove a person from Workspace.

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Further Readings

ET&S Capacity Management Planning Guide

How to Create a Workspace in TeamDynamix 

 

Need additional help?

Visit the TeamDynamix area in the Knowledge Base

To request service, report an issue, ask questions, or request training, submit a TeamDynamix Application Administration Support Request