Add Team Member

Add Team Member

Overview

This section provides detailed guidelines on inviting a new team member to your project. The instructions provided here are designed to simplify the process and help you easily add a new team member. 

Step 1 - Initiate Invite Team Member Wizard

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

Option 2

Step 2 - View Introduction Wizard

  1. Upon choosing any of the options explained above, the Add Team Member wizard will be initiated. 
  2. Once the Add Team Member wizard is initiated, a pop-up screen will appear titled 'Introduction'. 
  3. The screen provides an overview of the 'Add Team Member Wizard'. This will help you understand what is to come. 
  4. Before adding details to the wizard, get familiar with some standard icons and their usage.
  5. The screen is divided into two segments:
    1. Information Area:
      1. You can find detailed instructions and information for each step in the information area.
      2. Reading these before filling in the details on the screen is recommended to ensure accuracy.
      3. Additionally, there's an icon to collapse the information bar, which will maximize the working area of the content.
      4. Simply, click the icon to collapse the bar, and then click it again to return it to its normal state.
    2. Content Area:
      1. The content area is where all actions must be performed on the screen.
      2. The screen title is located in the top-left corner, under "Current Step." Currently, it displays an 'Introduction'.
      3. On the top right corner, you will find the 'Completed' drop-down, which lists all the completed steps. Since you haven't completed any steps, '0' is displayed. Completed steps will be added to the drop-down as you progress through the wizard. To return to a previously completed step, select it from the drop-down menu.
      4. A Progress bar is placed below the screen title, which displays the progress status of the wizard. The progress bar also indicates the total number of steps and the current step you are working on. For instance, if the total number of steps is six and you are on the first step, the progress bar will display 1/3.
      5. An image of the entire wizard process is displayed in the working area of the screen.
      1. You can check a box that says 'Show every time you use this wizard' when adding a system. If you check this box, you will not see the Introduction screen when you initiate the Add System Wizard. However, if you uncheck this option, you will see the Introduction screen every time you start the Add Team Member wizard, including the introduction step screen for further processes of adding the Team Member. 

Step 2 - Add Team Member

  1. The Add Team Member screen appears, showing a list of team members.
  2. A search field is available to find a team member by name. Additionally, a Business Partner drop-down menu enables you to search for a team member by business partner.
  3. To add team members to the project, select a team member from the list, which will then be highlighted. 
  4. You can select one or more team members. 
  5. The Previous Step button allows you to go back to the previous screen.
  6. A Cancel button allows you to close the wizard.
  7. Click on the Next Step button to continue.

Step 3 - View Summary

  1. Upon clicking the 'Next Step' button, the 'Summary' screen will be displayed. 
  2. The screen will display a confirmation message once the team member has been successfully added to your project.
  3. Once this success message appears, you may close the wizard by selecting the 'Close' button.



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