Assigning Members to a Project
Last Updated: November 15, 2023
Steer simplifies project assignment by allowing an admin to select through a list of users invited to the project. An admin user is licensed to add and manage project team users In Steer.
Once you have finished adding users in Steer, the next step is to assign them their respective Access Roles.
To assign members to a project on Steer, follow these steps:
In the Project modules page, select which project module you need to edit members access settings then click on its Settings icon to configure the project.
A pop-up window will appear which is what you populated when initially creating a project.
Locate the Members tab and click on it.
Under the Members section, click on the (+) button to add members and modify their dashboard access by clicking on the dropdown list.
All
Overview
Progress
Quality and Safety
Materials
Labor
Risk
Click on the check ✔ box to enable the added members to view the following;
Schedule
Drawing
Document Gallery
Photo Gallery
Uncheck, if not necessary.
Click on Save Members, once done.
For editing of access settings for workflows, navigate to the Workflow Access Settings for more information on assigning members.
Next Article: Editing a Project
Previous Article: Creating a New Project
Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
Assigning Members to a Project on Steer
Steer simplifies project assignment by allowing an admin to select through a list of users invited to the project. An admin user is licensed to add and manage project team users In Steer.
Once you have finished adding users in Steer, the next step is to assign them their respective Access Roles.
Instructions
To assign members to a project on Steer, follow these steps:
In the Project modules page, select which project module you need to edit members access settings then click on its Settings icon to configure the project.
A pop-up window will appear which is what you populated when initially creating a project.
Locate the Members tab and click on it.
Under the Members section, click on the (+) button to add members and modify their dashboard access by clicking on the dropdown list.
All
Overview
Progress
Quality and Safety
Materials
Labor
Risk
Click on the check ✔ box to enable the added members to view the following;
Schedule
Drawing
Document Gallery
Photo Gallery
Uncheck, if not necessary.
Click on Save Members, once done.
For editing of access settings for workflows, navigate to the Workflow Access Settings for more information on assigning members.
Next Article: Editing a Project
Previous Article: Creating a New Project
Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
Updated on: 20/11/2023
Thank you!