Managing team members

Overview

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.

Add Team Members from the Contacts page

To add team members from the Contacts page:

1. Open the Contacts page from the left-hand navigation.
2. Select a Contact by checking the box to the left of their name.
3. Click the options button at the top of the Contacts list.
4. "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:

1. Open the Contacts page from the left-hand navigation.
2. Click on a Contact to open their profile.
3. Click the options button at the top-right of the profile, and select "Mark as a team member".
4. Mark as a team member by confirming your choice in the popup window.

To remove team members from a Contact profile:

1. Open the team members page from the left-hand navigation.
2. Click on a Contact to open their profile.
3. Click the options button at the top-right of the profile, and select "Remove as a team member".
4. 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.