How to add team members

Team members are individuals who are part of the project’s core team or key persons.

In the Project Info section under Team Members, click on +Add.

You have two options for adding a project team member:

• If the person you want to add is an employee of your organisation and added in Users, choose their name from the dropdown menu “or select user from your organization.” 
• If the individual is not an employee of your organisation (and is not added in Users) but is involved in the project as a contracted coordinator, collaborator, expert, etc., enter their name and email address, then click “Save.”

If the project has partners, you can also add their team members in the Team Members section.

By adding project team members, you will be able to assign them tasks, activities, and expenses when selecting suppliers.

How to edit/delete team members

If you made a typo or mistake when adding a team member, you can easily edit their information by clicking on the pencil icon. After making the necessary changes, be sure to click “Save” to update their details.

To delete a team member, click on the delete icon (which resembles a recycle bin).

Important Note: Avoid deleting team members who are designated as suppliers or have been assigned to any activities or tasks. Deleting them will result in the loss of any related data you have entered.