Add New Team Member
The Add button opens a dialog box that allows you to add a new team member.
- Navigate to the Skills tab and select Teams in the first drop down in the toolbar
- Expand the tree in the nav panel, and select the level 3 skill-set to which you would like to add a member
- Click the Add button. Fill out the information in the dialog box described below.
Add Member Dialog box
- First Name
- Last Name
- Email: Please note each member needs to have a unique email address
- Capabilities provides a brief description of the members skills to help companies build employee networks
- Type of License: Use Named for adding a new user
- Additional fields may be included based on your organization’s configuration.
Team members can only be added to a skill-set hierarchy level 3. All fields marked with an * are required at a minimum. Add button will be disabled unless all required fields are filled.
If email messaging is enabled by your administrator, an email invitation will be sent to the email address provided for the new member to activate the account. The invitation will expire in 24 hours to ensure security. Please use the Resend Activation button to send a new invitation to the user.
If email messaging is disabled by your administrator, the account will be created with a default password. Please ask your administrator.
Add member will give an error if you have used all available user licenses. Please contact your administrator to acquire more licenses. Or please change the Type of License to Inactive for another using the Edit member dialog box.
Add button will be disabled unless a level 3 skill-set is selected in the nav panel. Hovering the mouse button on the Add Project button will show a tool tip indicating the reason for disabling the button.
At the bottom of the Add dialog box, an Owner sub-panel is available.