Resources

9 articles

Administrator: Resources overview

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 by Jennifer B.

Administrator: Add resources to company instances

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 by Jennifer B.

Administrator: Assign or edit resource rights

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…

Updated by Jennifer B.

Administrator: Resources who haven't responded to invitations

Click on your name at the top of your dashboard. Select Administration. Click the Resources tab. Click the Pending Resource Requests tab.

Updated by Jennifer B.

Administrator: Remove resources

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…

Updated by Jennifer B.

Administrator: Edit a team

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…

Updated by Jennifer B.

Administrator: Delete a team

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…

Updated by Jennifer B.

Administrator: Why use team resources

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…

Updated by Jennifer B.

Administrator: Create a team resources

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..…

Updated by Jennifer B.