SiteZeus allows you to add team members to a Project and assign them specific, customizable roles to manage the project efficiently. You can also reference team members within the project to ensure that everyone is on the same page and understands their responsibilities. Here's how you can add referenceable team members and team member groups to a project within SiteZeus:
Navigate to the unit for which you would like to add or edit Team Members. The 'Team' box is located on the right side of the page below the 'Notification's box and Photo Carousel.
You'll notice that a few are added automatically. The 'Primary Contact' is referencing whoever is listed as the Primary Contact on the Company assigned to the Unit. In this example, we see that Mark Bradford is listed as the Primary Contact. In the 'Ownership Information' box listed below, we see that as of September 13, 2022, this unit is owned by 'Bruce Wayne Enterprises'.
When we click on the link for 'Bruce Wayne Enterprises' we can confirm that Mark Bradford is the Primary Contact for this Company.
There are also several other individuals (Samantha Parrington, Edwin Jarvis and Raven Darkholme in this example) listed as 'Team Member'. They have been automatically added with those roles because they have been assigned to timeline tasks at the Master Timeline level. Their names appear in the 'Assigned To' column in the timeline grid.
You can easily add a new Team Member by clicking the pencil icon in the top right corner of the 'Team' box:
In the popup window that appears, you have the option to either add a 'Group', or add a singular Team Member. For information about how to create Groups to add here, check out this support article for step-by-step instructions: http://support.SiteZeus.com/en/articles/5395700-groups
Use the type-ahead search box to locate the name of the Contact you would like to add. It is important to note that the user must be listed as a system Contact, and this search box will not include SiteZeus Users who do not also have Contact records.
Next, select a Team Member Role from the list of available options in the dropdown. This list of Team Member Roles is customizable per client, and can be edited by a user with Client Administrator access under Administration>Select Lists>System Lists. Once you've selected your Team Member Role, click the green 'Save Changes' button:
When adding a Group, follow similar steps by selecting 'Add Group' in the top right corner, then select from the list of available Groups in the dropdown under 'Full Name'. The individuals in that group with show up automatically upon selection. Click the green 'Add Members to List' button to include them as Team Members.
Once the Team Members in that Group have been added, you'll have the opportunity to change their Roles as needed. Once you're satisfied with your additions, click the green 'Save Changes' button.
To remove a Team Member from the list, simply click the red 'X' on the line for their name and click 'Save Changes' at the bottom of the window:
By adding referenceable Team Members and Roles to your project within SiteZeus, you can ensure that everyone involved in the project is aware of their roles and responsibilities. This can help to increase collaboration and productivity, as well as reduce the risk of miscommunication or misunderstandings. This functionality is also used for the assignment of Team Member roles to various questions and follow-ups in our Assessment Tool.
For questions about any of the information above, or for more information about how Team Member Roles can be used in our Assessment Tool, contact your SiteZeus Support Specialist using the in-app chat.