Managing Teammates

Overview

This article provides step-by-step instructions for how to add or remove someone as a teammate.

Common Room automatically categorizes teammates based on the organization where they work. If we detect someone who works at your company, they'll be a "teammate" 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 teammate

Add Teammates from the Contacts page

To add teammates 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 "More" button at the top of the contacts list.
4. Click "Mark as teammate."

When you mark a contact as a teammate, it'll update their organization to match the one associated with your Common Room account.

Manage Teammates 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 "More" button on the right side of their profile, and select "Mark as teammate".
4. Mark as a teammate by confirming your choice in the popup window.

To remove teammates 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 "More" button at the top-right of the profile, and select "Remove as teammate".
4. Remove as a teammate by confirming your choice in the popup window.

FAQ

How does Common Room determine if someone is a teammate within an organization?

We match teammates 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.