How do I add staff members to the team on a project?
After creating a project, you are able to add members of your staff to the team on that project by clicking on the Contacts icon within that particular project.
Once on the contacts page, you will see a section toward the top labeled "THE TEAM". By default the project lead is automatically set as the person who created that particular project. Their badge and initials are on the left side below the down arrow next to "THE TEAM". You can change the project lead by clicking the current project lead's badge and selecting the new project lead from the drop down menu. The current Project Lead's name and email address will appear at the top of the dropdown menu.
NOTE: After changing the project lead, the prior project lead will automatically be moved to a regular team member of the project. You are able to remove them from the project completely, if needed, which will be demonstrated later in this article.
You can add members of your staff to the team by clicking the "+" button on the right side of the screen. This will generate a drop down menu where you can select which member of your staff to add to the team. Simply repeat this process until all desired staff members have been added to the project team.
Additionally, if you click on a team member's badge, you can perform actions such as; send an email to the team member, call or text the team member and remove member from the team.
To expand the team view, simply click the down arrow next to "THE TEAM" or click "THE TEAM".
Here, you can remove members from the team, initiate contact to team members and edit team members contact information. To remove a member from the team, simply click the red "X" and confirm that you would like to remove that staff member from the team. To initiate contact or edit contact info, click on that team member's email address or phone number.
One final item to NOTE: An individual MUST be a part of the project team in order to be invited to any shift involving that particular project.