To LiveChat a Team Member, click on the LiveChat button from the Top Menu on Desktop, on a Mobile Device, select a Member and use the top toolbar button to invoke LiveChat. As an alternate, you can tap on the User Name to do a Quick LiveLink/LiveChat/Email/Call to a user directly



The LiveChat Widget loads allowing Project Members to have a LiveChat Conversation by Selecting Team Members.

One or More Team Members can be Selected to start a new LiveChat Session.


 

Devices:

On Mobile Devices, either tap on the LiveChat Icon in the Top Menu, or tap on Member Names or Icons to LiveChat those selected Members.

 

 


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