What is the 'Project Team'?


Question:

What is the 'Project Team'?

Answer:

  • The "Project team" works just like the proposal teams in Switchboard where a select audience can help view and/or participate in project within Pipeline.
  • Each project team member must be invited or added by project team owner and/or system administrator.
  • Team members can be added via Pipeline Setup --> Users --> Project Teams 
    • Please speak to your Brightidea representative to enable a beta option to add Project teams, and their members, in Pipeline Setup.
5454.png
 
  • The administrator simply adds a Project team, and then can add users accordingly to the team by searching for email address and/or screen name
  • Also, refer to this article regarding Project Team Mass Import / Update / Export
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk