Adding Members

Only context managers, organization administrators, and site administrators can add members to a local team. In Arbortext Content Manager, Windchill PDMLink, and Windchill ProjectLink, participants granted the Modify Team action can also add members to a local team. Only Shared Team Managers, members of the Shared Team Creators group, organization administrators, and site administrators can add members to a shared team.

1. Click the add participants icon

on the Members table to add users and groups as members of the team and to assign the participants to a particular role.

For application context Members tables, the add participants icon

is not available from the Shared Team Roles and Members and Shared Team Members views because members can only be added to the local team from these Members tables.

The Find Participant window opens. Use the fields in this window to locate and then add members to a team. Select the role to which the members are assigned from the Assign to Role drop-down list.

Users added to your Windchill solution without an email address do not appear in the search results returned when adding users and groups to a team.

2. After you have found the participants you want to assign to a specific role and have added them to the Participant List, click Finish to add the participants in the list to the team, assign them to the selected role, and close the Find Participant window.

The Members table refreshes to show the new names under the role to which they have been assigned.

As soon as a participant is added to a role in a context, new users in the role can access the context and it appears in their context list. If you added a participant to a Project

context, an invitation email might be sent to the recently added participants. Even if they do not receive the invitation email, the new participants can access the project. Participants added to the Guest role can access the context immediately, but the context does not appear in their context list.

If you have added a member by email address, the user listed in the Members table has a status of Pending. The user name displays as the email address you entered until the user is enabled by an administrator. For example, users can be added to the system when they are created by an administrator.