How to Add Users to a Project
Understanding the Users Section of Project Management
Before other members of your company to begin to use the INVISION Platform, they need to be added as users.
Components of Users
How to Add Users to a Project
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From the Admin tab, select Users from the left panec
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Choose the correct Trial from the drop-down box, and click Add New User or Add Existing User
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Add Existing User will pull up a list of all existing users in your system
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Add New User will pull up a window where you will enter the new User’s details
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Note that you can also use the Trial Operatives and Enrolled Growers filters to help find your users.
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After adding the User, select their name from the list and Click the Add a Group button
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This will allow you to assign a Group to this User. You can add more than one Group to each User, as needed.
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You can also Assign Growers to a User, if they are a Trial Operative.
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You can re-visit this area to edit or delete Users from your Project.