Watch a quick preview of the People section here: https://youtu.be/1pzbn9AMpGo
And here's a video on how to add more Internal Users: https://youtu.be/AjMyj1ODe_E
Step 1: Adding People or Team Members
On the left side of the screen, choose People from the Navigation Menu
From the People section, choose My Team from the drop down menu
Upon clicking, you will see on the top right corner the icon +Add Internal Users
Click the button shown above, and a sidebar will appear on the right side of the screen.
Step 2: Adding Members’ details
Fill out your Team Member’s Name, Phone Number, and Email Address.
Note: You may also fill out other details, it’s all up to you as long as all boxes with * will be filled in.
Select which Role you will give to them (see access details here)
You can click on the i (info) button for quick preview of what each role can do
And click Customize Permissions to control more
And if you want them to clock in/out, you can also input their work Hourly Rate so you automatically get labor hourly expenses each time they're clocked in/out or working on a certain project.
Then click on the Add button on the bottom of the right sidebar.
The page will load and a toast notification “Member Added Successfully” will appear briefly at the top of the screen which will confirm that you have successfully added a team member.
Step 3: Choosing Projects to assign Members
On the left side of the screen, choose Projects from the Navigation Menu
Choose a project you’d like to assign your team members
Step 4: Adding Team Members to a Project
After clicking on a specific project, the page will reload to show the project; below is the project header:
There are 2 ways you can add more members
On the top right corner, you will see a + icon to Assign Members
After clicking the + icon, the prompt below will appear:
You may click on the red box highlighted and choose or type the name of the Team Member you’d like to assign
After selecting a certain Team Member, you may now click on the Add button.
2. In the Overview tab, on the left pane, scroll down to Job Access where you can see the option to add more members:
Wait for the page to load and a toast notification will appear briefly at the top of the screen which will confirm that you have successfully dispatched or assigned a team member to that project
And there you have it!
You may follow the same steps for other projects or for adding more team members per project.