Members List
- Select Members from menu. Members list will be visible as shown below.
- All the users/members will be listed along with their roles, login & project information.
- It also shows the statuses of the members as active/deactive.
User Details
- Click on the Edit button as shown to update member's profile and account details. You cannot change the role and service from here.
- Update members details and click on Update Details.
- Here you have an option to re-invite a member. You just need to click Re-Invite Member. Use this option when you want to re-invite a member through mail. In cases, where a member does not receive invite mail, you can use this option.
- Select Assign Project from the left side menu.
- This is the user details section. Here you can change the reporting member and service from the available services.
- Just click on project/projects to add them under All Projects. Click the project/projects under All Projects to send them back under Assigned Projects.
- Click on Update Details once done.
- Select Account Details from the left side menu.
- It shows the account details and allows you to make password modifications.
- Just click the button to toggle between active and inactive. You can make a member active from here, if it was inactive and vice-versa.
- Here you have a receiver mail. This includes such as mail which can be used to send a mail from gmail to skystruct directly.
- You can copy this mail to clipboard using the button as shown.
- Use the Update and Submit button to save changes as per requirement.
- You can click on the Mail button as shown to see all such receiver emails.
- All categories of mails are available here; All, Inbox, Sent, Archive, Spam.
- To create a new group, click on New Group. Mnetion details and click on Add. Group list will be shown if already created. You can edit and delete the same as well.
- If you wish to create a new type, click on New Type. Fill the details and click on Add. Type list will be shown if already created. You can edit and delete the same as well.
- To compose a mail from here directly, click on the bottom right button as shown. You will see a proper mail structure as shown in the below diagram.
- Select Search from the left side menu.
- It shows the changes such as adds, updates, deletes, approvals, statuses.
- Use the search bar if you want to search any particular change.
- Scrollbar is provided for viewing till the end.
- You can also use the filter as shown to narrow your search. Give proper inputs and click on Search.
- Select Activity from the left menu.
- It shows the Activity status as well as the priority along with the Activity details with the help of a bar diagram.
- Hover over any of the bars to view the Activity name and its progress percentage.
- There is a filter where you can view data project wise.
Organization Workflow
- Click on the depicted button to view the organization workflow.
- Entire workflow would be shown in detail. You can zoom in and zoom out the workflow using the scroll up and scroll down.
Department
- Click on + as shown to add a new department.
- Mention name and click on Add.
- You would see the department list if added already. You can edit and delete the same as well.
Add Details
- Click on the button as shown to add a user's details.
- Mention all required data and click on Save.
- As discussed before, here also a project can be moved from All Projects to Assigned Projects and vice-versa just by clicking on the project/projects.
- Use the last button to filter members' data based on project and status.
- Click on Search once done.