To add new Team Members, go to Project Settings > Project Team in the Project Settings Menu Options.
Click on the '+' Add Member button as shown below.
Desktop:
In the Add Members screen, you have the option of adding 1 or more users. Get started by typing in the Email address.
To Add Multiple Team Members, enter more than 1 email address (Comma Separated).
Fill in the following information, then click the 'Add' button:
First Name*: Enter the User's First Name.
Last Name*: Enter the User's Last Name.
Phone: Enter the User's Phone Number.
Company*: Select an Existing Company for the user.
Role: Choose from the available list of Roles.
Skills and Certs: Choose from the available list of Skills and Certs.
Calendar: Select a Calendar for the user.
Shifts: Select a Shift for the user.
Tablet: | Phone: |
How To?
How to Activate/Deactivate a Team Member
How To Manage A Team Member's Permissions
Project Settings:
PLANNER™ Settings:
FIELD™ Settings:
SAFETY™ Settings:
Safety Task Analysis Categories
PRO™ Settings:
Admin Settings:
Last Updated: Oct-07-21