User Manager is only available to Administrators.
Think of Workspace as the live project management section of the Platform and Schedule Manager as the brains. In order for a task to become a live piece of work to be reported on, it requires user assignment. After all, what's the value of a task if there's no one responsible for it.
Schedule Manager and User Manager work hand-in-hand. You can set up a schedule without users, but remember that in order for the system to activate Tasks require user assignment.
- Learn more about user roles and assignments.
- Learn more about Schedule Manager.
To access User Manager select a project then select Admin Tools. From the Admin Tools dropdown menu select User Manager.
Screenshot below
Create a new Company grouping and add a new user
- Select + Company button.
- Enter the name of the new Company or Company grouping.
- Select Create.
- Follow steps in the section below to Add a new user to an existing Company.
Screenshots below
Create a new Company or Company grouping
Add a new user to a Company
- Scroll to find the Company that you would like to add the new user to.
- At the bottom of the Company grouping select + Add User button.
- Mandatory fields are First Name, Last Name and Email.
- Select Save.
- When you are ready to invite this user into the project select the Send button next to the users email.
- You may also delete this user from the project by selecting the Trash Can icon next to the users status.
Screenshots below
Add a new user to a Company
With users added to the project you can now assign them to Tasks via Schedule Manager.
At this point, you've just completed the basics of User Manager.
With an understanding of Schedule Manager and User Manager, you can now effectively command the Harbr Platform and put your project management on auto-pilot.