Project Team is the Primary area in a Project where Administrators manage Team Members.  Additionally,  for general Team Members,  the Project Team area acts as a Directory where Members are able to search and LiveLink, LiveChat or Email with other Team Members.


To Access Project Team, in the Project Menu go to:

 Project Settings > Project Team



As a Project Owner, you are able to:

- Add Users

- Edit Users

- Delete Users

- Change User Permissions

- Activate/Deactivate Users

- Assign/Un-Assign users to Security Groups

- Filter and Search for Team Members

- Connect Directly with Team Members via LiveLink, LiveChat, Email


As a general Team Member you are able to:

- Filter and Search for Team Members

- Connect Directly with Team Members via LiveLink, LiveChat, Email




Devices:

On Tablets and Phones, to access Project Team, Click on the Project Settings dropdown and select the Project Team option. 



 

Project Team 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


PLANNER™ Settings:

Work Teams

Daily Settings

Trades

Work Categories

Skills & Certs

Rules

Shifts

Calendar

Default Board


FIELD™ Settings:

Revisions

Tags

Manage Templates

Manage Palettes

Drive Security


PRO™ Settings:

App Studio

Report Manager

Connectors


Admin Settings:

AnyConnect Device Manager

Permission Groups





Last Updated: Mar-01-21