Collaborating with Team Members

Insights work best when shared. With Panoplai, you can collaborate with teammates across projects.

To Create a Team:

1. Go to your Profile and click on Teams

2. Click Create a New Team

3. Give your team a name

4. Click Team Members on the left-hand side

5. Click Invite a User at the top and enter their email address, first name and last name
6. Click Invite
7. You’ll see them in your team right away

To Manage Team Members:

1. Each member, except the team owner, has a Remove From Team icon on the right

2. Go to your Profile and click on Teams
3. Click Make Current next to the team you wish to manage
4. Click on Team Members
5. Navigate to the user you wish to remove and select Remove from Team

Tips:

1. Invite stakeholders early to align research goals and improve impact.
2. You can edit the name of your team at any time by clicking on the pencil next to your team
3. You can be a member of various teams. To view studies for a specific team, click Make Current to make that team your current team.  Make Current will be grayed out for the team which is active.