Project Team Parameters

Every project has a project team. The Project Team includes internal and external people with various roles. Not everyone on the project team has to have access to everything in the system. Therefore we need to separate the project team from the security. The security determines who has access to the given content. Sometimes security is a subset of the project team (some people from the project team have access) other times, security is a superset (more people(outside) of the project team have access) A project team is the list of people who participate in a project directly or indirectly.

Metadata Field

When

Required

Supported

Values

Description

Example

IsPersonalTeam

Optional; when setting a Project Team

True

Sets up the team as a project personal team.

Optional; when setting a Project Team

False

Sets up the team as a Microsoft Teams public/private team.

Sample CSVs

File	Description
	Manages a project team and its members. This sample is using iManage but can be used with other systems.
	Manages a project team and removes a user and group from iManage, with IsPersonalTeam set to 0.
	Manages a project team and adds a user and a group separately to iManage, with IsPersonalTeam set to 0
	Manages a project team and adds a user and a group separately to iManage, with isPersonalTeam set to 1
	Manages a project team and adds a user and a group separately to iManage, without IsPersonalTeam value.
	Manages a project team and adds a user and a group to iManage, with IsPersonalTeam set to 0.
	Manages a project team and removes a user and a group from NetDocuments, without IsPersonalTeam value.
	Manages a project team and adds a user and a group to NetDocuments, with IsPersonalTeam set to 0.
	Manages a project team and adds a user and a group to NetDocuments, with IsPersonalTeam set to 1.
	Manages a project team and adds a user and a group to NetDocuments, without IsPersonalTeam value.
	Manages a project team and adds a user and a group to iManage, with IsPersonalTeam set to 1, and ImanageDynamicGroupCreation set to 1.
	Links Teams with a Project Team
	Fileshare Project Team CSVs
	Manages a project team and removes members from FileShare.