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?

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



Project Settings:

Project Info

Project Team

Companies

Project Locations

List Manager

Blockchain

SmartApp BLE RTLS

Unattended Mode


PLANNER™ Settings:

Work Teams

Daily Settings

Trades

Work Categories

Skills

Rules

Shifts

Calendar

Default Board


FIELD™ Settings:

Revisions

Tags

Manage Templates

Manage Palettes

Drive Security

File/Drawing Stamp Settings


SAFETY™ Settings:

SAFETY ™ Home

Safety Tracking

Visitor Tracking

Team Safety Credentials

Safety Task Analysis Categories

Safety Permit Categories

Safety Incident Categories

Safety Incident Directory

Safety Rules Manager

Safety Bulletin

SOS & Bulletin Notification

Visitor Log

Request Safety Permit

Safety Onboarding Flyer

 

PRO™ Settings:

App Studio

Report Manager

Connectors


Admin Settings:

AnyConnect Device Manager

Permission Groups

Role Simulator

Admin Console




Last Updated: Oct-07-21