This article shows you how to edit a Team Member in Project Team. 

Only the Project Owner, Super Admin or  Admin has the ability to Edit a Project Team, Project Members can only view the list as a Directory.


Select the Team Member you would like to Edit and click on the Edit toolbar button.

*You can also just double tap on a Team Member’s Icon in the Grid to open the Edit page.

This will allow you to Edit the currently selected Member.



In the 'Member Info' Panel, as Admin, you can edit the User Details under each Member Info Panel.



Tablet:

On a Mobile Device, click on the Triple Dot Menu on a specific Member to view the options.  Click on Edit Member to Edit the selected Member's Information.




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