To add new Team Members,  first, access Project Team from the Project Settings Menu Options. click on the + Add Member button.


In the Add Members screen, you have the option of adding 1 or more users.  

Start by simply typing in the Email address and  fill out the rest of the form.

To Add Multiple Team Members, enter more than 1 email address (Comma Separated) then fill out the rest of the form.

Enter User's First Name and Last Name, Phone Number

To Add a user to a company, click on the Company option and select an Existing company for the user.

Choose from the available list of Roles to associate the Team Member to a role

Choose from the available list of Skills and Certs to associate a user to a Skill/Cert

Select Calendar and Shifts for the User

Click Add to Add the New User


Desktop:



Tablet:

Phone:




How To?

How to Add New Team Members

How to Edit a Team Member

How to Delete a Team Member

How to Activate/Deactivate a Team Member

How To Manage A Team Member's Permissions

How to LiveChat a Team Member

How to LiveLink a Team Member


Project Settings:

Project Info

Project Team

Companies

Project Locations

List Manager


PLANNER™ Settings:

Work Teams

Daily Settings

Trades

Work Categories

Skills & Certs

Rules

Shifts

Calendar

Default Board


FIELD™ Settings:

Revisions

Tags

Manage Templates

Manage Palettes

Drive Security


PRO™ Settings:

App Studio

Report Manager

Connectors


Admin Settings:

AnyConnect Device Manager

Permission Groups



Last Updated: Mar-02-21