This article provides step-by-step instructions for how to add or remove someone as a team member.
Common Room automatically categorizes team members based on the Organization where they work. If we detect someone who works at your company, they'll be a "team member" in Common Room. However, we may not always get it right — for example, you may know about a job change or a brand new hire — so to make adjustments you also have the option to mark any Contact as a team member.
By default, Common Room excludes team members from your standard views in Contacts, Activity, and Reporting.
Add Team Members from the Contacts page
To add team members from the Contacts page:
Open theContacts page from the left-hand navigation.
Select a Contact by checking the box to the left of their name.
Click the options button at the top of the Contacts list.
"Mark as a team member" by confirming your choice in the popup window.
When you mark a Contact as a team member, it'll update their Organization to match the one associated with your Common Room account.
Manage Team Members from a Contact Profile
To add team members from a Contact profile:
Open the Contactspage from the left-hand navigation.
Click on a Contact to open their profile.
Click the options button at the top-right of the profile, and select "Mark as a team member".
Mark as a team member by confirming your choice in the popup window.
To remove team members from a Contact profile:
Open the team members page from the left-hand navigation.
Click on a Contact to open their profile.
Click the options button at the top-right of the profile, and select "Remove as a team member".
Remove as a team member by confirming your choice in the popup window.
FAQ
How does Common Room determine if someone is a team member within an Organization?
We match team members primarily based on the company of employment for Contacts in your room. To set your official Organization for your room, visit the general settings page.