Creating project team
- How to invite a new user to a project?
- How to invite a client to an account?
- Creating the team project. Roles of users and a company
- How to add a new company?
- How to enter additional information about the company and upload its logo?
- How to invite numerous users at once?
- How many users can be created in an account?
- Alternative ways of adding participants to a project
- How to create a department?
How to invite a client to an account?
Creating the team project. Roles of users and a company
If you create a project with a client or subcontractor, the project structure might look like this:
In this case, when you create a project, you need to create a client’s company or a subcontractor’s
Administratoris a role with customizable access to users, projects, tasks, hidden information, reports, and timers. It may be an «account administrator» or «company administrator» or «department administrator»
Project Manager is a person responsible for the outcome of the project. Project Manager has extended permission in the project and may change the terms and closing tasks. This can be whether a regular user or an administrator.
Regular users are people who see all the usual (not «private») project tasks to which they are included.
A member of the client’s company is the person taking the job. This person does not see the «inside» of the account.
Guestis a person with the guest access only to the task for which he or she is responsible.
How to add a new company?
You can create additional companies to organize people in the account. Typically, clients and subcontractors are added to different companies for information visibility to be divided. You can also create a separate company for your branch company if it is working on its own individual projects.
You can add a new company at the stage of project creation or at any other time convenient for you.
In order to add a new company on the project creation page, in the «Project Participants» section click on the «Company» button. Choose the type of company (client’s or your company’s branch), enter the name, and click «ОК».
Right here, after you have added a new company, you can invite new participants to it and create a new section.
To add a company after creating a project, you need to invite at least one employee in there.
Jump to People section. Click on «Invite», enter the necessary data and in the «To the Company» click «Add Company». Enter the name of the new company (if necessary, create a section as well) and click «Invite».
There is no limit to the number of companies.
How to enter additional information about the company and upload its logo?
Under the title, a form will open that will allow you to enter the data about the company where you will be able to upload a logo1 and add information about the company (address, phone, website, email)2. In the same form, you can set the time zone of the company and choose the language of the interface.
If you do not wish to display the name of the company along with the logo (for example, the name is already in the logo) — choose the corresponding option3.
Please, note! Save button appears only once you change something.
How to invite numerous users at once?
How many users can be created in an account?
Alternative ways of adding participants to a project
1st optionUsing the project’s settings (add several users to the project at once).
Go to the project’s settings.
Using the «Access» option in the bulk operations section (adding several users in several projects).
From the account’s homepage, go to the People section. Click on those participants’ cards for whom you would like to open access to the project, and then choose «Projects».
Go to the People section. Click on a
Select those projects in the «Projects’ participant» field to which this participant will be added.
Then, click on «Update access»:
Please note! The option of adding a participant to a project can only be done by the project’s manager or an administrator with the permissions of managing participants or projects.
How to create a department?
Company’s employees can be grouped in departments. Department can be created when inviting an employee by clicking the «Department» field. You will see a window where you can name the «department»1: