Creating Team Members

 

  1. Navigate to the Team Members module. From the main menu: Internal > Team Members.
  2. Click the New button in the top menu bar to start a new record.
  3. Enter the new member's information. Pink fields are required.
    NewResource.png
  4. When finished, click Save.

Note: The Type field can carry any value you wish. For example, you may wish to establish a type for Contractors, Employees, Part time, Full Time, or some other similar convention. The field does not carry any system logic; it's a way for you to group similar team members.

See Also

How to create a new user

 

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