Add a new Bridgit Field user to a project
Project Managers can add users to projects. The Project Team settings contain any user that has been added to other Bridgit Field projects under your company's account. Click here if you are adding an existing Bridgit Field user.
If you are adding a brand new user to Bridgit Field, complete the following:
- Go to Project Settings by clicking on the gear icon.
- Click on Project Team
- Select + New Team Member
- Click Create New Contact
- Add the user's information and Role
- Suggestions for Company Name will appear if similar to existing company names
- Click Save to proceed
- Refresh the Project Team page if the new user doesn't appear
How to send a welcome email
A welcome email can be sent from Bridgit Field to new users. This email provides a hyperlink to help users get started with creating and accessing their Bridgit Field account.
Step 1: Go to the Project Team settings and select the checkbox beside the requested user(s).
Step 2: Click the Send Welcome Email button.
A green banner will briefly appear across the top with the following message: "Email successfully sent!"
NOTE: If the user hasn't received the welcome email, have them check their junk/spam folder!