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Manage your proposal team

Use Team to review organization members and outstanding invitations.

Use Team to review organization members and outstanding invitations. Keep membership and roles current so work reaches the intended people.

Review membership

Open Team and inspect each member's Member, Email and Role details. Use Pending Invitations to distinguish an invited person from someone who has joined. A pending invitation is not confirmation that the recipient has access.

Invite and maintain members

Select Invite Member when it appears, choose the recipient and role, and check the delivery result. If you see a role selector or Remove beside another member, you can change their role or remove them. Sensitive changes may require a fresh two-step verification. The page does not offer changing your own role or removing yourself through the member controls.

Coordinate proposal work

Assign section owners and reviewers in the proposal workspace rather than treating organization membership as an assignment. Use My Work and Approvals for the resulting work queues. When someone leaves, review their outstanding ownership and review assignments so the team knows who should act next.

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Manage your proposal team | ProposalForge