What is the 'Project Team'?
- 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.
- 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