All Collections
Project Settings and Configuration
Project Overview and Setup
Project Summary - Adding Internal Team Members
Project Summary - Adding Internal Team Members

Add team members to project, Add Project Managers project , Add Project Executives to project, add employee to project

JD Williams avatar
Written by JD Williams
Updated over a week ago

Overview

'Project Summary' allows users to assign internal team members to a Project. This gives those assigned users access to that project and adds those members to the Project Directory.

Process

  1. Using the project navigation bar, navigate or search for the Project Summary

  2. Assign an internal team member by clicking "Assign Employee". You can assign a Project Manager, Project Executive, or other team members to the project.

  3. If your re-assigning new team members, then the existing team member needs to be removed by clicking on the "x" button and then repeating step 2.

Did this answer your question?