Ownership and Membership Settings

Summary

With Teamwork administrators are able to define template level ownership and membership settings from Teamwork Admin UI. This page will guide you through how these settings can be managed.

Default owners and members

Managing default owners and members are done through Teamwork Admin page by editing an existing template. Defined default owners and members are always added to the group/team/site when it is created based on the template in question.

Add default owner and member

  1. Navigate to Teamwork Admin page and open Templates tab
  2. Select Edit template behind three dots next to template you wish to edit
  3. Expand Membership section
  4. Start writing the name of the user you wish to add either to the Mandatory owners or Mandatory members field and select the user from Suggested people list
  5. Repeat for all the users you wish to add either to mandatory owners or mandatory members
  6. Click on Save

Warning

Please note that template's Allow external users setting defines whether you are able to select external users as a default members or default owners.

Minimum number of owners and members

Adding minimum number of owners and members are done through Teamwork Admin page by editing an existing template. When minimum number of owners and members are defined, group/team/site order cannot be saved if there isn't at least the amount owners or members added to the order form that is defined in the template in question.

Add minimum number of owners and members

  1. Navigate to Teamwork Admin page and open Templates tab
  2. Select Edit template behind three dots next to template you wish to edit
  3. Expand Membership section
  4. Select minimum number of owners using arrows or type the wanted amount to the field
  5. Select minimum number of members using arrows or type the wanted amount to the field
  6. Click on Save

Membership settings