Workflow Team

These are the Company Roles that make up the Project Team and will be imported into every Project this Workflow is used. Specific Users can be assigned to these roles or can the role can be left blank if the User varies on every Project.

Company Roles are designed in Company Settings (permission required).

Click the ⋮ to import a Workflow Team from another Company Workflow.

The Workflow Team can be reordered and will appear in that order when imported into the Project Team.

By default, if you wish this role (within the Project Team) to appear on the Customer Portal as a contact, enable the "on customer portal" setting.