Edit team members – PlanMill Help – PlanMill is a SaaS and On-premise ERP for professional service business. This site is for users, administrators and partners

Edit team members

  1. Go to People > Teams.
  2. Click the name of the team.
  3. In the summary view, click Edit Members.
  4. If needed, search for members using filters.
  5. Click on the rows to select the ones you wish to add or remove from the team.
  6. Click Add To Team or Remove From Team and in the pop-up window click OK.
  7. Refresh the campaigns data table view to see changes.
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