Project Teams
Once you've created your project, you'll be directed to the 'Team' page where you can start adding your team members.
Remember, Part3 is a collaborative platform. The more people in your project, the more you get out of Part3.
Adding Companies
When you first create a project, your team page will look a little something like this:
Step 1: Start by adding the participating Companies to your project by clicking '+ Company'.
Step 2: Find the company in your directory.
If you're just starting in Part3 and don't have any companies in your directory, type in the name of the company and click 'Create'
Fill out the required company information
Step 3: Assign the company's Role and enter their discipline. If a company is multidisciplinary (ie: Mechanical and Electrical), you can add multiple roles by clicking 'Add another role'.
Refer to this help doc to understand the different permission levels of each role.
Adding Members
Step 1: Add the user to each Company. You can add members by clicking the '+Contact' button in the top right corner of the screen or by clicking the 3 dots.
Step 2: Browse your company's directory to select a contact.
If you cannot find the person, you can add a new contact.
Add the users' information and make your selections. When you are ready, click 'Add Member'.
All of this info can be updated later, but make sure you select their:
- Company: Pick from the dropdown list of companies on your project.
- Role: What is their role on the project. Remember, they can have multiple disciplines/roles.
- Permissions.
- Note: we typically see that 'Dashboard Permissions' are not shared outside of the Part3 customers organization. This gives project stats and might want to be kept confidential.
As always, if you have any questions or see an issue with this document, please contact us at support@part3.io