Users & Permissions
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      1. Consultation Manager Helpdesk
      2. Enterprise Administration
      3. Users & Permissions

      Adding a User to Projects (via Teams)

      How to Add Your Users to Projects

      Required System Role: Standard User

      Required Team Role: Team Leader

      Locate and access the User profile

      To add an existing user to an existing Team, first, conduct a search (1) for the User and open the User profile (2).

      Locate the Team

      On the User profile, Teams that the User is not already a member of will appear below the line.

      Choose a Role

      Select a Role on your Team for the User by clicking the dropdown (3).

      Save

      Finally, click Save (4).

       

      NOTE: If a User has access to two teams with the same Project, but has a different Team Access level on the teams, their capabilities will default to the highest level of access.