How to Add New Team Members : Smartapp.com

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?

Project Settings:

PLANNER™ Settings:

FIELD™ Settings:

How to Add New Team Members Print