Add Team Collaboration Users
Team Collaboration users works for the projects with access privileges like view the milestones, add/edit tasks, upload files in a project, post a topic in forums. The Team Collaboration can be a Admin, Manager or Employee.
Add portal or project users
In Home, click All Users, click Portal Users tab, and then click Add User at the top right corner and specify the portal user details. You can also assign selected projects for the new portal user.
Edit / Delete a portal user
In Portal Users, hover the mouse over the required portal user to enable the Edit and Delete option. You can edit and update the portal user details or delete.
Add project users for a selected Team Collaboration
In Team Collaborations, select a project and then select Users. You can view the existing project users, if any. In Users tab, click Add User at the top right corner, and specify the user details to add.
An invite mail is sent to the added Team Collaboration user along with the login credentials.
Edit / Delete Team Collaboration users for a selected Team Collaboration
You can edit or delete a project user. Hover the mouse over the selected user to enable the Edit and Delete option. You can also choose to Follow or Unfollow a project user.
Follow project users for a selected Team Collaboration
You can follow a Team Collaboration user to know about their Team Collaboration activities. And once you follow a Team Collaboration user, you will be notified about all their Team Collaboration activities in your project Feeds. In the Users tab, hover the mouse over the selected project user and click the Follow icon. You can also choose to Unfollow the user, if required.
Change viewers or followers to Team Collaboration users
You can change the role of a viewer or follower into a project user based on your project need.
In the Users tab, click the drop-down arrow next to Users and select Viewers or Followers to display the list of viewers or followers.
Hover the mouse over the user role of the required viewer or follower and click Edit. In Edit User, choose the appropriate user role and click Update to change the viewer or follower as a Team Collaboration user.
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