How to add an user to a team – PlanMill Help – PlanMill is a SaaS and On-premise ERP for professional service business. This site is for users, administrators and partners
Users

How to add an user to a team

  1. Go to People > Users.
  2. Click on the name of the user.
  3. Click Add To Team.

  4. Select a team and choose if it is a primary team.

    Note: User can have only one primary team.

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