1. Add a New Company Resource
User can add and manage the Company Resources as well as their roles to various Company Projects.
1. Within ‘People’, navigate to the ‘Company Resources’ table and click the ‘New Member’ button.
2. Enter the New Member’s mandatory details in the form: ‘Email Address’, ‘Team’, ‘Position’, ‘From Date’, ‘To Date’, ‘Capacity’.
You can associate a New Member to an existing project by selecting from the Project dropdown list in the ‘Project Associations’ field. Select also a ‘Project Role’ for the New Member.
To add up a new Project associated to the Resource, click ‘+ Add New Association’.
3. Once complete, click the ‘Add Member’ button.
