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 Activate/Deactivate a Team Member
How To Manage A Team Member's Permissions
Project Settings:
PLANNER™ Settings:
FIELD™ Settings:
PRO™ Settings:
Admin Settings:
Last Updated: Mar-01-21