Managing Team Members and Inviting New Ones: A Video Tutorial

Master the process of managing your team members and extending invitations to new ones on the Contracts Connected platform with our comprehensive video tutorial. This guide is crafted to simplify team management within our Construction Document Management Platform, ensuring you can easily add new members and oversee existing ones.

Video Overview:

Our tutorial walks you through the steps from accessing the team management features from your dashboard to sending out invitations for new team members to join the platform. With clear instructions and practical tips, this video ensures that managing your team's platform access is straightforward and hassle-free.

Key Features Explained:

• Navigating to Team Management: Instructions on how to access the "Employees and Invites" section via the settings icon, allowing you to manage your team's platform access.
• Viewing Current Team Members: Learn how to view all current employees who have accepted your invitation and created their accounts, ensuring you have an up-to-date list of platform users.
• Managing Pending Invites: Tips on how to view and manage invites that have not yet been accepted, including how to resend invitations to ensure no one is left out.
• Sending New Invites: Step-by-step instructions on inviting new employees by entering their email, first name, last name, selecting their role, and sending the invite to ensure they have access to the necessary tools and documents on the platform.

Why It Matters:

Effective team management on the Contracts Connected platform is essential for:

• Ensuring all relevant team members have access to the platform, facilitating collaboration and efficient document management.
• Streamlining the process of adding new team members, saving time and reducing the administrative burden on project managers.
• Keeping track of team members' roles and access levels, enhancing security and compliance within your projects.

Conclusion:

By the end of this video, you'll be equipped with the knowledge to manage your team members effectively on our Construction Document Management Platform. Whether you're adding new employees or ensuring current team members have the access they need, this guide makes team management effortless and efficient.

Dive into the video now to enhance your team management skills and ensure your projects run smoothly with full team collaboration.