Info: After creating a project or project folder, not all of your company's employees are automatically added to it as project members. The employees must be added manually.
1) Open the Craftnote mobile app and select the corresponding project or project folder in the project list project or folder to which you would like to invite new project members.
2) Click on the figure symbol in the top right-hand corner (‘Members’ area) to view the project members invited so far.
3) To add an employee to a project or project folder, simply click on the orange plus sign button and select ‘From my company’ from the menu that appears.
4) You can now add new members by clicking on the orange ‘Add’ button, which is displayed behind the name of the person to be invited.
Note: Project members who have already been invited are displayed accordingly.
Good to know:
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Employees can be invited to a project or project folder by a user with the ‘Supervisor’ or ‘Owner’ role assigned in Craftnote.
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Folder members invited to a project folder can be invited directly to projects located below it.