Team Members must be added at the Workspace level. Once added they are assigned the User Permission group. This means that the user can log in and see events, tasks & runsheets that they've been assigned to.
- Created by Ian Dwyer
1. Workspace dashboard
From the workspace dash board, scroll down to the Team Members panel.
2. Team Members panel
This panel lists all users added to the workspace.
3. Click on Add new team member
4. Add New Team Member
Enter all details of the Team Member. The email address is where the invite, to log into Circolo, will be sent. The Title is their job title
5. Click on Send invitation
Click on "Send Invitation" to send an invite to use Circolo Software.
Handy Hint - if the user has not received the invite please ask them to check their Spam folder in their email browser.
6. Software Permissions
If the user you have just added requires Workspace level permissions then click on Manager Workspace Permissions. This will apply permissions across ALL events in the Workspace.
7. Adding Workspace Permissions
Scroll to find the Team Member you want to assign Workspace permissions to.
Click on the ^ arrow to expand the record
8. Add the Permission Group
Add the appropriate Permissions group to the user.
Click Add then Close.
This user now has permissions at Workspace Level
Please refer to Permission Groups article for further information
