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Resources are individuals or companies who have been invited to participate on a project. Resources become team members when they accept the invitation. A company resource is another company that you…
Updated 11 months ago by Jennifer B.
Click your name at the top of your dashboard. Select Administration. Click Resources in your Administration menu. Click Add resource. Select the resource type. Enter the information required for the…
Updated 1 year ago by Jennifer B.
Click on your name at the top of your dashboard. Select Administration. Click the Resources tab. Locate the resource whose rights you want to edit. Click on the resource's information card. Select Ed…
Click on your name at the top of your dashboard. Select Administration. Click the Resources tab. Click the Pending Resource Requests tab.
Click on your name at the top of your dashboard. Select Administration. Click the Resources tab. Locate the resource you want to delete. Click on the resource's information card. Select Delete. Click…
Option 1 Click your name. Select Administration. Click Resources in your Administration menu. Click the Team tab. Click vertical ellipsis [ ] on the line of the team you want to edit. Select Edit. Ma…
Click your name.. Select Administration.. Click Resources in your Administration menu.. Click the Team tab.. Click the vertical ellipsis [ ] on the line of the team you want to delete.. Select Delete…
A team is a group of resources that can be treated as an individual team member. For example, a team can be assigned the role of primary contact, which would allow each member of the team to perform…
Click your name.. Select Administration.. Click Resources in your Administration menu.. Click Add resource.. Select Team as the Resource Type.. Enter a team name.. Enter a customer-facing team name..…
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