Create team member
- Go to the Team module.
- Click Add team member.
- Select the team member type.
Note: Team member types determine how the person is categorized in the Accounting module.
– Employees are recorded as Employees.
– Subcontractors and Volunteers are recorded as Suppliers. - Enter the team member’s information, then click Save.
Attach files to team member profile
- Go to the Team module.
- Select a team member.
- Navigate to the Files tab.
- Click Add files, then either:
– Drag and drop files into the dashed area, or
– Click Browse to locate and select files.
Note
To delete a file, use the Options button. This button also allows you to view and download files.
Tip!
Only supported file types, such as PDFs and images, can be previewed within the system.
Other file types must be downloaded and opened using applications installed on your device.
Grant Access
- Go to the Team module.
- Select a team member.
- Navigate to the System access tab.
- Click Add user, then either:
– Enter an email address and select a user role, or
– Toggle the Add existing user, then select a user from the drop-down. - Click Save.
