Mobile: Team and Clients
In the Project Dashboard, you have the ability to Invite Clients and Team members to a project, along with other capabilities that you see in the Desktop Version.
Once the project dashboard page is loaded, on the top of the screen, you will see a list of all existing Team members and Clients. Click on the avatars to open the option to view those members.
Click on the “+” symbol to Add a new Team Member or Client.
Then, Click the “Invite Client” dropdown to choose between inviting a Client or Team member.
*Please note: The user must first be added to the system before they can be assigned to work on a project.
Team Member and Client Icons
Mark User as a Lead
Remove Team Member