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Status Already exists
Created by Eric Elfner
Created on Feb 14, 2025

Team Members Read Only Option

With the improvements to Team Members/Users/Contacts in Fall 2024, our jobs would like to have the Team Members button available to subcontractors and other collaborators. But we would like it to be read only so they can't invite others to the project. I asked how to do this in Feb 2025 and was told it was not possible by support. This seems like an easy low-hanging fruit permission in the Team Members tab to make it read only.

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  • Admin
    Jesse Lavine
    Feb 14, 2025

    You should be able to achieve this by restricting all options on the Team Management tab for the desired Security Role. If a security role does not have access to invite/edit any companies or roles, they will not be able to make modifications in the Team Members area.