TABLE OF CONTENTS

• How to invite user to the project and define his role
• How to remove a user from a project or replace with new team member
• User progress in the project

How to invite user to the project and define his role

To manage your team in the project and assign roles to them, select the 'Team' section on the Project dashboard or the Team icon on the sidebar.

You can create a team by adding and removing users from the project and changing their roles.

You can select team members from the entire organisation's member list by selecting and inviting them. 

By default, members are assigned the role of Researcher, and the rest of the organisation's roles are assigned as Managers.  You can change their role to any of the five roles in the Settings section of a particular member.

How to remove a user from a project or replace with new team member

In Team member dashboard, after clicking on the three dots icon,  you can:

• Remove user  them from project  
• Replace user with a new team member ( All references will be reassigned automatically to a new team member

Replace a user with a new team member - If you select this option, all of the tasks that were assigned to the user you are replacing will automatically be reassigned to the new team member.

Remove a user from the project (e.g. if they are no longer available) -  In this case, once the user has been removed, all their references will return to the review tasks.You will need to redistribute the tasks previously assigned to the removed user in each Stage Dashboard to the remaining team members.

Replaced or removed users will be visible in the Team progress panel with a notification that they have been removed from the project.

If a Researcher has some tasks in draft (e.g. decisions on Title and abstract screening or Full-text screening that have been made, but not sent, or started Data extraction) while removing or replacing user from the project, you will be asked how to proceed. You can mark these tasks as completed or discard user’s work and return tasks to distribution.

User progress in the project

Each Stage dashboard shows the current progress of the team:

• On the progress bar, you can see the number of included records ( shown in green by default), the number of excluded records ( shown in red by default), and records without a decision ( shown in grey by default).
• Number of assigned tasks and information on how many of them have been completed by each researcher.
  
  

Moreover, you can keep track of who is participating in the project as Team members and who was removed or replaced in the project.

RELATED ARTICLES

1. Project and stage progress