It takes a team to collect and manage field data. Your company admin(s) can invite new members and assign them to projects. The steps below show you how to invite new users and assign them roles for your projects.

Invite New User

  1. From any project, click PROJECT ADMIN > MEMBERS.
  2. Click INVITE NEW USER.
  3. Complete User information.
  4. Assign projects and roles to new user.
  5. Click INVITE
  6. User receives email invite.
  7. User also receives a link to download the Wildnote mobile App.
  8. Once they accept you will be notified by email.

Add Members to Projects
Once team members have accepted the invite you can add them to more projects and adjust their roles in the projects.

  1. From any project, click PROJECT ADMIN > MEMBERS.
  2. Select the checkbox next to the member name.
  3. Select the 'Role' from the drop-down list.
    (For more information on member roles, see "Manage Project Member Roles.")
  4. Click SAVE at the bottom of the list.
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