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.
- In the Add Members screen, you have the option to add 1 or more users. Get started by typing in the Email address. To Add Multiple Team Members, hit enter after entering each email address as shown below.
- 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.
Device screens:
The functionalities remain same as that of the desktop version. Below are some key screens for devices.
Tablet:
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How To?
How to Activate/Deactivate a Team Member
How To Manage A Team Member's Permissions
Project Settings:
Last Updated: Oct-04-22