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 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.
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
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Last Updated: Sep-05-22