Adding a Team Member to a Job or an Organization (Client/Department)
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Adding a Team Member to a Job or an Organization (Client/Department)

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Here are the steps to add a team member to a Job or an Organization (Client/Department):

  1. Go to the page displaying the Job or Organization (Client/Department) you're adding team members to, and click on the "Team" tab.
    Add a Team Member to a Job or an Organization(Client-Department) 5
    Add a Team Member to a Job or an Organization(Client-Department) 6

  2. Click on "Add Team Member".
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  3. Select which team member to add.
    Add a Team Member to a Job or an Organization(Client-Department) 8

Note that depending on your level of access (Admin, Manager, Consultant), you might be allowed to add team members only on certain conditions:

  • The Admin can add any team member to any job or Organization (Client/Department), even if they did not create it or were not added to its team list. (Admins have unrestricted access)
  • The Manager can add any team member to any job or Organization (Client/Department) they created or were added to.
  • The Consultant can add any team member to any job or Organization (Client/Department) they were added to.

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