How to Add a Project Team

A big productivity gain in Fortix is the ability to add a Team of people to a project. This article explains how to setup Fortix to enable you to add a Team of People.

Navigate to the Teams page. Click Add New.

The shortcut address bar link is: /?teams 

Profile Fortix - Google Chrome

The Teams page opens. In the ADD NEW TEAM form, add the Name of the Team and the Team Leader. Click Favorites, All or Setup to add Team Leader and Team Members.

Profile Fortix - Google Chrome

Select the Users from the CHOOSE USERS options. The Favorites can be set up with Manage icon. Click CLOSE.

Changes to the team can be made by removing members or adding more. Click SAVE.

Profile Fortix - Google Chrome

Alternatively, Teams can be selected by clicking the down arrow next to Action in the row of the user.

If the Manage Team option is not available, follow the How to enable hidden Action items.

Find Manage Teams and select by clicking the menu item.

Profile Fortix - Google Chrome

The MANAGE USER TEAMS form opens. Tick the box next to the and Click SAVE.

Note the TEAM LOGS Component on the right side of the page, reflects the Teams this user belongs to.

Profile Fortix - Google Chrome

Looking at the EDIT TEAM form, the user has been added to the specific Team.

Profile Fortix - Google Chrome

Profile Fortix - Google Chrome

Ensure Project Set-up adds Teams. On the Setup page Click Project.

Profile Fortix - Google Chrome

Find the Teams To Preload When Creating New Project field. Click the Drop-down arrow and tick the box for the preferred team.

Profile Fortix - Google Chrome

Click SAVE.

Profile Fortix - Google Chrome

Navigate to the Projects page and click Add New.

Projects - Profile Fortix - Google Chrome

The Team has been automatically Pre-loaded for the New Project. Members can add or delete. Permissions for the project can be set to apply to all users or individual users.

Projects - Add New Project - Profile Fortix - Google Chrome

 Looking at the EDIT TEAM form, clicking the down Arrow Delete team or send SMS to the whole team.
Profile Fortix - Google Chrome