How to Add New Team Members : Smartapp.com

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?

Project Settings:

PLANNER™ Settings:

FIELD™ Settings:

How to Add New Team Members Print