ManagePlaces makes team collaboration for teams in the office and on-site very simple.
You can invite additional team members to your ManagePlaces account at any time.
Step 1:
Log into your ManagePlaces account and click on Settings in the left-hand navigation, and click on Team members.
Step 2:
Click on Add Team member at the top-right. You will be presented with the following:
Step 3:
Fill in the new user's details and assign a role from the drop down menu.
There are 3 predefined roles you can assign to new users:
- Admin: a user with full access to all system areas including project, inviting users, accessing reports and finances
- Team member: a user with ability to access and change only projects and/or tasks they are assigned to
- Guest: a user that only has access to view (read-only) projects and/or tasks they are assigned to
Or you can define your own roles in the Roles & Permissions settings menu option. Read more about that here.
Step 4:
Click the toggle to enable/disable login access, and click the Timezone dropdown to define timezone. You'll notice the Email field is optional if you disable login access and required if you enable it.
Note: Disabling login access is useful when you don't want to include the user's email or don't need them to have access, but you still want your team to see who is assigned to projects and tasks. You can even submit timesheets on their behalf. They will be present on the system but unable to log in.
Step 5:
Click Send Invitation. The user will automatically receive an email invitation to confirm their details, and set a password to access your ManagePlaces account.
Note: If you invited a user as a Team Member or Guest, don't forget to assign them to Project or Tasks. Simply edit the Project or Task and assign them to it.