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

- Activate/Deactivate Users

- Change User Permissions

- 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



Project Team Tablet Screen:

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

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-06-21