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Running the Project Team Wizard

The Project Team Wizard is used to select the members of a project team and define their level of access to the information stored in the project.  The wizard can be launched when you are adding a project or editing project information.

The wizard is launched from the Project Profile. To access the profile, click on the My Place menu in the Navigation Toolbar, and then click on the Projects link to display the Projects browse screen. Locate the project that needs the project team, and click on the project record to display its Project Profile screen. Click the Edit button in the Action Bar to display the Project Profile in edit mode.

My Projects6

A

Use Project Team radio button

Select if you will be working on this project with other users and want to select a project team from a list of available users. Your name is automatically added to the Project Team list box.

B

Project Team list box

Click on the image741.png icon to launch the Project Team Wizard.

 
Step 1: Read Introductory Screen

Project Team Wizard1

C

Next button

Click to run the Project Team Wizard.

 
Step 2: Select Team Members

Project Team Wizard2

D

Address Book list

Click on a name in the Address Book to select the person and display their name in the Team Members list box. To remove an individual from the team, click on their image828.png icon in the list box. You are automatically selected as a member of the team.

Note: You can also select a distribution list to quickly add several members to a Project Team.

E

Search option

To quickly locate an individual, type the first few letters of their first or last name in the Search field, and click on the icon or depress the Enter key on your keyboard. To clear the search results, click on the icon.

Note: Use the Search filter to limit the fields that are searched by clicking on the button to display a list of searchable fields. Select only the check box(es) for the field(s) you want to search to guarantee accurate results.

F

Next button

Click to proceed to the next step.

 
Step 3: Assign Permissions to Team Members

Project Team Wizard3

G

Modify check box

Select the check box for each team member that is allowed to modify the project, including updating basic information and managing tasks, workflows, and additional forms. By default, you have permission to modify project data.

H

Documents check box

Select the check box for each team member that is allowed to manage (add, edit, and delete) the documents stored in the project. By default, you have permission to manage project documents.

I

Documents Upload check box

Select the check box for each team member that is allowed to upload documents to the Project Profile.

Note: This permission does NOT allow users to upload documents to the Company Profiles and Project Profiles stored in the Project Profile.

J

Next button

Click to proceed to the next step.

 
Step 4: Create the Project Team

Project Team Wizard4

K

Finish button

Click to set up the Project Team and close the wizard. You will be re-directed to the Project screen and all the selected team members will display in the Project Team list box.

Note: Those selected will be notified via email that they have been invited to be a member of the team.

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