Step-by-step instructions on how to add/remove team members to/from a site. It also explains how to assign roles and trade to team members.
1. Click "Network"
2. Click "Sites"
3. Click on the "eye" icon to view the Site details.
4. Scroll down and click "Team Members" on the left menu
5. Click "ADD CONTACT" to add a new Team Member
6. Select a Team Member
7. Select a Role.
Please note these Roles are not the Roles assigned to the Team Members at the time of signing them up.
These are Site Roles and you can add these Site Roles from Workflow (previously known as Company Settings)
8. Select a "Trade" and if you keep the "Trade" field empty the Team Member will be assigned as WO Manager to all the Work Orders for this Site
9. Click "Auto Assign" checkbox to auto assign Team Member as a WO Manager
10. Click the red cross to delete/remove a Team Member
11. Click "SAVE & CONTINUE" to save changes
