1. Once you create a project in Orgzit, you will be taken to the Manage Project page. You can also access the Manage Project page by clicking on the relevant project in your dashboard, and then clicking on the gear button and selecting Manage Project from the drop-down menu. Here, click on the +Add a Member button to start adding project members.
2. Add a member to the project by submitting an email address. Team users’ e-mail addresses are automatically populated in the email drop-down.
3. Next, specify a role (Administrator/Edit/View) for the project member from the drop-down menu.
Administrator |
Members with administrator rights will be able to create, delete, and modify the project and its apps; add or remove users; and modify user roles. |
Edit |
Members with edit rights will be able to add records, comments, tasks, and files within the project's apps. |
View |
Members with view rights will only be able to view and download data. |
4. Click on the Add button. The newly added project member will receive an email invite and a push notification to join the team.
Note: Each project member will be automatically assigned a type (Team/External). Team type members are project members that belong to your Orgzit team. External type members are project members that do not belong to your Orgzit team but are collaborating on your project. The External type applies to collaborators such as vendors, clients, sub-contractors, and freelancers.