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      Adding & removing team members on projects

      If a team member is already in Ressio, adding them to a project will give them visibility and access to the respective job. To add a team member to a project navigate to the "Team" tab in the "Project details" page and click "edit" in the team members section.

       

      Table of contents

      1. Adding a team member to a job
      2. Removing a team member from a job

      Adding a team member to a job

      1. Open the project - Start by navigating to the Project details page for the job you want to update.
      2. Go to the "Team" tab - Click on the Team Members tab to view and manage who’s currently assigned.
      3. Click "Edit" - In the Team Members section, click the Edit button in the top-right corner.
      4. Add Team members - Select the team members you want to add. You can add multiple people at once.
      5. Save changes - Once you're done, click Save. The newly added team members will now have access to the project.

      Note: If no team members show up here, it is most likely because of

      1. All Ressio users are "Admins" - Admins have access to all projects without inviting them
      2. You do not have any team members invited to the Ressio platform yet. Check out "Inviting users" help article for more information on how this can be done. 

       

       

      Removing a team member from a job

      1. Open the project - Go to the Project details page for the project you’re updating.
      2. Go to the Team tab - Click on the Team tab to view who’s currently assigned to the project.
      3. Click "Edit" - In the Team members section, click the Edit button in the top-right corner.
      4. Remove Team members - Under the "Assigned to this project" section, click on the names of the team members you want to remove. They will be deselected.
      5. Save changes - Click Save button. The removed team members will no longer have access to the project.

       

       

       

      If you still have unanswered questions or need further assistance, please don't hesitate to reach out to our dedicated support team at support@ressiosoftware.com. We're here to help!