When should I use this guide?
When you want to add a colleague as a direct member of a place.
When your colleague is already a company user and needs to be linked to a specific place.
This guide covers place members. Creating a company user, linking a team to a place and adding project users are separate tasks.
Requirements
You are logged in to the correct company in Infobric Equipment.
The place exists and your colleague is a company user.
You have permission to manage the place's members: as a company administrator, an administrator for the place or a department administrator for the department the place belongs to.
The Equipment manager role alone does not give permission to add or remove members or change their roles.
How to do it
On the web
Go to Places.
Open the place your colleague should join.
Open Members.
Click Add member.
Select your colleague under Select member. Select a person, not a team.
Select Member or Equipment manager under Select role.
Click Add member to complete the link.
The dialog closes and the person appears under Members. The message Success! confirms that the change has been saved.
You select a role for the new membership. Changing an existing member's role is a separate task.
In the app
Tap Places in the bottom menu.
Open the place your colleague should join.
Open Members.
Tap the plus sign in the bottom right corner.
Tap Add user.
Tap your colleague's name to add them to the place.
The membership is saved when you select the person. There is no separate save button in this process. You return to Members, where the person appears, and the message Saved is displayed.
In this process, you select a user, not a role. Changing an existing member's role is a separate task.
If it does not work
First, check that:
you are logged in to the correct company and have opened the correct place,
you have permission to manage the place's members, not just the Equipment manager role,
your colleague is a company user,
your colleague is not already a direct member of the place.
If Add member or the plus sign is missing
Check your administrator permissions for the place. The feature is only shown when you are allowed to manage the place's members.
If you cannot select your colleague
Check both the company's users and the place's existing members. A company user who is already a direct member does not appear as a new option in the list.
Tips!
Adding someone to a place does not change their company permissions.
Check whether your colleague already has access to the place through a team before adding a direct membership.