Within Teamwork Projects, the People area shows a list of all users, contacts and companies on your site.
You can view, edit or add (depending on your permissions) new users, contacts and companies here.
When you invite someone to your site so they have a username and password to log in, we call them a user.
- You will be able to interact with them, like assigning tasks for them to do or sending them messages, and you can control what they can see and do in each of your projects.
In the list of users, you can use the quick search box to find a particular person, or use the letters to filter the list by first name initial. This also shows a breakdown of the total number of users on your site"
The 'Invite Users' button in the top right allows you to invite people as users to log into your site and interact with the projects you add them to.
- This is a quick way to invite multiple people at the same time, add them all to a particular set of projects, and write custom messages they will all see in their invite email.
The '+ Add' option lets you add a single user or contact, and fill in all of their details at the same time.
The Options (three dots) button gives you import and export options, access to the deleted users trash can, and the option to manually send user invites:
You can also add people to your site as contacts. This means that you can keep their details on record, associated to your projects, but they won't have a login for the site and they won't be able to see anything or be assigned tasks.
In the people section, you can sort the list of users and contacts in ascending or descending order, by:
- First name
- Job title
- Date added
You can also switch between list, expanded and grid view:
For more information, see Getting Started