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Adding the team to the project and project roles

From the project's Team tab, add your DBLinx users to the project and assign each one the role of Administrator, Member, Viewer, or Customer.

  • Project manager
  • Company Administrator

What is adding team members to a project and project roles?

From the project's Team tab, add your DBLinx users to the project and assign each one the role of Administrator, Member, Viewer, or Customer. Who can do this: Project Manager; Company Administrator. The last administrator's role cannot be downgraded or removed from the project; first make someone else an administrator. Users listed as "(has not logged in yet)" have never logged into DBLinx; ensure they have received their login details before assigning tasks.

Steps

  1. Open the project and go to the Team tab.

  2. Select the person you want to add from the Select Person list 1.

  3. Select their role from the adjacent list 2 and click Add 3.

demo screen (with demo data)
  1. 1Select Person
  2. 2Role
  3. 3Add

Project Roles

  • Administrator: manages the project, team, and columns.
  • Member: adds, edits, and links tasks, and records time.
  • Viewer: sees everything but cannot change anything.
  • Customer: sees only customer-visible tasks and writes comments.
Warning The last administrator's role cannot be downgraded or removed from the project; first make someone else an administrator. A Company Administrator has administrator permissions for every project.
Tip Users listed as "(has not logged in yet)" have never logged into DBLinx; ensure they have received their login details before assigning tasks.

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