Onboarding Colleagues and Contractors

🧑‍🤝‍🧑 adding your team to optioneer anyone with admin rights can add users to an optioneer project area checking your admin rights click the account icon in the top right corner select team management in the users section, you’ll see a list of everyone with project access, along with their assigned rights if you don’t have admin rights, contact a team member who does — they can add the new member on your behalf adding a new user go to team management > invites and sharing enter the person’s email address click send note the invite link expires after 24 hours if the new member doesn't set up their account within this time, you'll need to resend the invitation team management and project roles the team management tool can be accessed via the account icon in the top right hand corner of optioneer it allows you to see who has access to the project area determine each user’s permissions and role user roles and permissions read – can view all cases, datasets, project features, and comments within a project space, but cannot create, update, or delete them write – can create, update, and delete all cases, datasets, project features, and comments within a project space execute – can run cases admin – can update and delete projects , and add or remove users from project spaces note permissions are cumulative — each level includes all the abilities of the levels below it for example, a write user can view all cases (like a read user) and also create new ones once your team members have access, direct them to the relevant section of docid\ dlbxkykryhmsvsdio1nb to get started