The ProjectMark DataHub provides a centralized space to manage not only your projects but also the crucial individuals who contribute to their success: your team members. Within the "Team Members" section of the DataHub, you can efficiently add new collaborators, manage their access, and filter the view to focus on specific team segments. This article will guide you through the key functionalities within the "Team Members" view.
Accessing the Team Members View:
Upon entering the DataHub (typically located on the left-hand navigation menu), navigate to and select the "Team Members" tab. This will display a list of all individuals currently recognized as part of your ProjectMark team.
1. Expanding Your Collaboration Network: Adding Team Members:
ProjectMark simplifies the process of bringing new individuals into your collaborative environment.
- Locating the "Add Team Member" Button: In the top right corner of the "Team Members" view, you will find an "+ Add Team Member" button.
- Initiating the Addition Process: Clicking this button will open a form or modal window where you can input the details of the new team member.
- Providing Necessary Information: The form will typically require essential information such as:
- Name: The first and last name of the team member.
- Email Address: Their primary email address, which will likely be used for system notifications and collaboration.
- Role/Permissions: You will often be able to assign a specific role or set of permissions to the new team member, defining their level of access and the actions they can perform within ProjectMark. This ensures that individuals have the appropriate level of control and visibility based on their responsibilities.
- Other Relevant Details (Optional): Depending on your ProjectMark configuration, you might have the option to add other details such as their phone number, department, or specific skills.
- Saving the New Team Member: Once you have entered the necessary information, click "Save" or a similar button to add the team member to your ProjectMark environment. They will now appear in the "Team Members" list.
By utilizing the "Add Team Member" functionality, you can easily onboard new collaborators and grant them the necessary access to contribute effectively to your projects.
2. Organizing Related Files: The File View:
While the primary focus of the "Team Members" section is on the individuals themselves, ProjectMark acknowledges that team members are often associated with various files and documents related to their work. The "File View" provides a way to access these associated files.
- Locating the "Files" Tab: Within the "Team Members" view, you will typically see two tabs: "Team Members" (the default view) and "Files."
- Accessing the File View: Click on the "Files" tab.
- Understanding the Content: The "Files" view will display a list of files that are associated with the team members listed in the system. This might include documents they have uploaded, files they are tagged in, or resources related to projects they are involved in.
- Navigating and Managing Files: From this view, you can often preview, download, or perform other management actions on these files, depending on your user permissions.
The "File View" offers a convenient way to quickly access documents related to specific team members without having to navigate through individual projects.
3. Focusing Your View: Using Filters to Specify What You See:
As your team grows, you might need to focus on specific groups or types of team members. ProjectMark's filtering capabilities allow you to customize the "Team Members" view to display only the individuals that meet your criteria.
- Accessing Filters: Look for a "Filter" icon or button, commonly located near the search bar. Clicking this will open a panel or dropdown menu containing various filtering options.
- Available Filter Criteria: The available filters for team members might include:
- Status: Filter by their current status (e.g., "Active User," "Inactive User," "Pending Invitation").
- Role/Permissions: View team members with specific roles or permission levels. This is particularly useful for managing access and understanding team responsibilities.
- Department/Group: If your team is organized into departments or groups within ProjectMark, you can filter based on these affiliations.
- Custom Fields: If your ProjectMark instance has custom fields for team members (e.g., skills, location), you can often filter by these attributes.
- Applying Filters: Select the desired criteria within the filter options and apply them. The "Team Members" list will update to show only the individuals that match your selected filters.
- Saving Filters (Optional): Some ProjectMark configurations may allow you to save frequently used filter combinations for quick access in the future, such as a filter for "All Active Designers."
By effectively utilizing filters, you can segment your team member list for better organization, targeted communication, and efficient management of access and responsibilities.
4. Refining Your Search: Leveraging Filter Functions within Columns:
Similar to the "Projects" view, the "Team Members" list often includes filter functions directly within the column headers, providing a more granular way to refine your view.
- Accessing Column Filters: Hover your mouse over a column header (e.g., "Name," "Status," "Modified"). You may see a small filter icon appear.
- Applying Column-Specific Filters: Clicking this icon will typically reveal a dropdown menu with options relevant to the data in that column. For example:
- Name: You might be able to filter names that start with a specific letter or contain a certain keyword.
- Status: You can directly filter for "Active Users" or "Inactive Users."
- Modified: You could filter team member records that were modified within a specific date range.
- Combining Filters: You can combine these column-specific filters with the broader filters to create highly specific views of your team member data. For instance, you could filter for "Active Users" within the "Design" department.
These granular filter functions offer an additional layer of precision when you need to locate or analyze specific subsets of your team members.
Conclusion:
The "Team Members" section within the ProjectMark DataHub is a vital tool for managing your collaborative network. By understanding how to add new team members, access associated files, and effectively utilize both broad and column-specific filtering options, you can ensure efficient team management, streamlined communication, and a clear overview of the individuals contributing to your project success. Regularly leveraging these features will empower you to build and manage your project teams effectively within ProjectMark.
