Project Members

Project Members

Project Members 

You can add members to a project and assign roles and configure the project hierarchy to carry out various tasks and activities in the project.
For an MSP project, all technicians and MSP requesters can be project members.
For customer projects, all technicians, MSP requesters, and the customer requesters can be project members.
 

Add Project Member(s) 

  1. Go to the Members tab within a project.
  2. Click Add Member.
  3. Enable the check boxes against the members you would like to add to the project.
  4. Select the project role from the drop-down.
  5. Click Save.

 
You can also assign/change project roles for members from the members list view in a project. Click Assign Project Role and select the preferred role for the user.
 
 

Changing Project Member Status 

When a team member is unavailable to complete a task for a period of time, you can mark the member as Inactive. Milestones and Tasks assigned to inactive members can be reassigned to other team members. Inactive team members can be made active again by changing their status.

To change a member's status,
  1. Go to the Members tab in a project.
  2. Check the box next to the member.
  3. Click Assign User Status, and choose Active/Inactive.
 

 

Delete Project Members 

  1. Go to the Members tab within a project.
  2. In the list view, select the members using the check boxes and click Delete.

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