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How do I add a team member to a Job?

Follow the simple steps below to add a team member to a Job:

1. On the Dashboard, click on the Work tab then Jobs.

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2. Search for the Job by typing the Job name into the search bar. Or, simply click on the Job from the list. You can also filter by date by clicking on refine.

step1b.png

3.  Inside the Team box on the bottom right, click Manage.

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4. Click Add new then select from the list of users attached to your account or type in the user's CSR Connect username. Once done, click Add.

Step4a.png

Step4b.png

Note: Only existing CSR Connect users can be added to a Job.

5. The team member is now added to the Job.

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