Overview

This section describes how to invite a new team member to your project.

Step 1 – Initiate Invite Team Member

• You have two options to add a team member to an existing project:
  • Option 1: Select the Invite Team Member icon from the context menu on the Project card.
  • Option 2: Select the Invite Team Member option from the Edit button drop-down on the Details screen.

Option 1

Option 2

Step 2 – Introduction

• After you select either option, the Add Team Member process starts.
• The Introduction screen appears, providing an overview of the process and the steps ahead.
• The screen is divided into two areas:
  • Information Area: Displays instructions and guidance for each step. Read this before filling in details to ensure accuracy. Select the collapse icon to maximize the working area; select it again to restore the information bar.
  • Content Area: Where all actions are performed. It contains the following:
    • The screen title appears in the top-left corner under Current Step. It currently displays Introduction.
    • The Completed drop-down in the top-right corner lists all completed steps. It shows 0 until you complete a step. To return to a completed step, select it from the drop-down.
    • A progress bar below the screen title shows your current position in the process. For example, if there are six steps and you are on the first, the bar displays 1/6.
    • An image of the full process flow is displayed in the working area.
• The Show every time you use this process check box controls whether the Introduction screen appears each time you start the Add Team Member process. Select the check box to always show the Introduction screen; clear it to skip it on future runs.

Step 3 – Add Team Member

• The Add Team Member screen appears, showing a list of available team members.
• Use the search field to find a team member by name. Use the Business Partner drop-down to filter by business partner.
• Select a team member from the list to add them to the project. The selected member is highlighted. You can select one or more team members.
• Select Previous Step to go back to the previous screen.
• Select Cancel to close the process without saving.
• Select Next Step to continue.

Step 4 – Summary

• The Summary screen appears after you select Next Step.
• The screen displays a confirmation message when the team member is successfully added to your project.
• Select Close to exit the process.