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FAQ › How do I...? › Category: Team
Why did my role change to Read-Only?
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Answer
If you recently accepted an invitation to join a new team, you have been added to that team with a Read-Only role. Only Admin users can change the team members role. Please contact your team administrator for more information.
Do I lose all my projects if I join a new team?
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Joining a new team results in losing access to your Drive 365 projects. Please, save them locally before joining the new team.
Can I add to my team a team member that is already in another existing team?
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To add a team member that is already in another existing team, go to “Team” menu and click the “Add Member” button. Type the email address of the team member you want to add and click anywhere in the dialog. A dialog will appear immediately, and it allows you to invite the team member to your team. Right after you click the “Invite” button, an invitation will be sent to the entered email address. If user accepts the invitation, he will be added to the new Team with a Read Only role.
Why my new team member did not receive his password in email?
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If the team member did not receive the password in email, most likely you did not check the Send password in email option when setting or resetting his password. Or probably you forgot to type the team member’s email in the recipients list. If it is not the case, please submit a ticket at our Support Team. 
Can I let the new team member choose his own password?
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When adding a new team member, you must choose the “Let user choose password” option from Password Settings section in order to let the team member set his own password. The team member will be sent an activation link where he can set his password and activate his account. 
How do I reset the password for a team member?
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In order to reset the password for a team member, go to Team menu – Manage Team, select the team member for whom you want to reset password and click the Open Team Member Information button. In Team Member Information dialog, click the Reset Password button. Afterwards you can reset the password by typing a valid password in the Password field and sending it to you and to the team member by email by filling out the recipients list with the email addresses.  
How do I set the password for a team member?
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To set the password for a team member go Team menu – Manage Team, then click the Add New Member button in the Team dialog. In the Add Team Member dialog, fill the required fields (i.e. “Email address” and “Name”) and choose the Let me create the password option from the Password Settings section. After that, type a valid password and send the password in email by filling out the recipients list with the team member’s email address. 
How can I change the standard rate per day instead of per hour?
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In order to change the Standard Rate being shown per day, instead of per hour, in Std. Rate cell for the desired resource, type the "day" time unit instead of "hr". For example: $0.00/day.
Can you provide me some information on how to create an event planning project plan?
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We have the following templates that may help you in creating your own project plan for an event: Marketing Event Planning and Execution, Wedding Planner and Wine Tasting Fundraiser. To access the templates, click File - New and choose the right template for you.

For more information about how to create your own project plan for an event, please check the Simple Project Management Tool for Event Planners page, which also includes a video.

I need to know how to specify material costs in the Resource Sheet view.
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In order to set the costs for material resources, go to the Resource Sheet view and type the desired cost in the Std. Rate column and then set a Per-Use cost in the Cost/Use column (if desired).
Why are the hours autofilled in the Work column?
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Work hours appear automatically filled in the work field for a task, because work is calculated based on allocated resources and the duration of a task.
How do I edit the Work field?
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In order to edit the work value for a task, enter in edit mode directly in the Work cell for the desired task and make the changes.
I want to make one of my team members an Editor. How can I change the role?
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In order to change the role of a team member, please go to our Online Portal page and Sign In with your email and password. After that, click on “Team” tab and from “Role” field change the role for the desired team member from “Read Only” to “Editor”.
Can you provide me some information on how to create a plan used in PM Offices?
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We have the following templates that may help you in creating your project plan: Project Management Institute Process, Stage Gate Process, Project Management Plan, Six Sigma DMAIC Cycle and SOX Compliance and Technology Options. To access the templates, click File - New and choose the right template for you.
Can you provide me some information on how to create a manufacturing project plan?
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We have the following templates that may help you in creating your own manufacturing project plan: Pharma Testing Manufacturing, Pharma Clinical Development, Magazine Production, Pharmacokinetic, Manufacturing Process Gantt Chart and Preclinical Testing. To access the templates, click File - New and choose the right template for you.
Can you provide me some information on how to create an academia project plan?
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We have the following templates that may help you in creating your own project plan: Training Rollout Initiative and Plan and Education Publication. To access the templates, click File - New and choose the right template for you.
How do I set the Admin flag for a team member?
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To set the Admin flag for a team member, go to Team menu – Manage Team, select a team member and click Open Team Member Information. In Team Member Information dialog, select Yes for the Admin field. Note that you must have Admin rights to perform this operation.
How do I assign divisions to team members?
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To assign divisions to a team member, go to Team menu – Manage Team, select a team member and click Open Team Member Information. In Team Member Information dialog, select from Divisions combo box the ones you want the team member to be part of. Note that you must have Admin rights to perform this operation.
How do I edit a team member’s information?
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To edit a team member’s information, go to Team menu – Manage Team, select a team member and click Open Team Member Information. In Team Member Information dialog, you can edit the Name, set the Role and Admin rights, assign the team member to Divisions, set the Schedule and add Time Off. Note that you must have Admin rights to perform this operation.
Why can’t I change my own admin flag?
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You cannot change your own Admin flag. Please contact another Admin if you want your Admin flag to be changed. 
Why can’t I delete a team member from my organization?
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If you cannot delete a team member from your organization, it means that you do not have the rights to perform this operation. Only Admin users can delete team members from organization. Please contact your team administrator for more information.
Why can’t I change the “Admin” flag?
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If you cannot set the Admin flag, it means that you do not have administrator rights. Only Admin users can set the Admin flag. Please contact your team administrator for more information.
Why can’t I add a team member with editor role?
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Only Admin users can add team members with Editor role. Please contact your team administrator for more information.
How can I view all projects from my division inside the application?
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In order to view all the projects from your division, you need to go to File menu – Account – Organization Information – Divisions, select your division and click the Projects button. You will see the list with all the business projects that were saved in your division’s folder from My Projects - Drive 365.  
How can I view all division’s projects from Portal?
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In order to view all the projects from your division, you need to go to our Online Portal and click on the Projects button. Then, click on your division’s folder and you will see the list with all the business projects that were saved in your division’s folder from My Projects - Drive 365.  
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