Within Teamwork, you can add individual users to your site via the People section.
In the top right of this section, click the Add button and choose Add User from the dropdown menu.
The Add User option allows you to create an individual user on your site and populate all of their details without necessarily sending them an invitation.
- To add multiple users to your site at once, you can use the Invite Users option.
In the Add User modal, you can add email, name, company, and user type via the Essentials tab. At the bottom, you can toggle on or off the Send Invite option.
- If you do not send an invite when adding the user, you can do so later via the user's profile.
The other tabs in the modal allow you to add additional information about the user. You can use the Permissions tab to set the user's profile permissions.
Note: When using the Add User option, you will need to grant project access separately, via the user's profile.
Essentials: The essentials tab is the main option required, when adding a user the only requirement that is mandatory is the user’s name and email. An email can only be used once per installation.
- Other options here include selecting the company of which the user should be a part, adding a profile image, choosing whether to add as a standard user or collaborator and finally choosing whether to send the invite now or send it later.
Details: Extra details for the user; options here are Job title, Office phone, Cell Phone, Home Phone, Fax, Alternative email addresses, and Open ID.
Address: The person’s address.
Profile: The option to enter a public profile - text that will be visible to anyone who can see this person's details.
Notes: Private notes will only be visible to people in the owner company.
Social: Enter the user’s social handles; options here are Twitter, LinkedIn, Google+, Facebook, the users Website, and a choice of messenger services.
Permissions: Select the permissions you wish to give to the user.
For more information, see: Users & Collaborators