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
Last Updated: Mar-02-21