Project Member Creation

1. Introduction

Welcome! This guide will help you create and manage project members on Baseline11.

2. System Requirements

To create a project member, ensure you have:

• A stable internet connection

• An active admin account

• A web browser on a compatible device (PC, tablet, or mobile phone)

The steps mentioned below are the process for project member creation

1

Accessing the Users Page

1. Open your web browser

2. Go to our official website: www.baseline11.com

3. Sign in as a Project Admin

4. Navigate to the Dashboard

1. Click on the Users tab

2

Creating a New Project Member

1. Before creating a new member, ensure that a Project has been created

2. Click on the Add User button.

1. Enter the following details:

   • First Name

   • Last Name

   • Email Address

   • Select a Project

   • WhatsApp Number

   • Password

   • Confirm Password

   
2. Click the Save button.

3. After clicking the Save button, the newly created member details will be displayed in the Users Table, including:

   • First Name

   • Last Name

   • Email Address

   • Total Project Count (Number of projects the member is assigned to)

   

3

Managing Project Members

Editing Member Details:

• Click on the Pencil Icon in the Users Table to update the project member’s details, including First name, Last name, email, Assigned Project(To assign A new project You have to create a new project to assign to member), WhatsApp Number, and Password.

• Click on the Save Button.

Removing a Member:

• Click on the Dustbin Icon in the Users Table to Delete the Member

4

Assigning a New Project to a Member

1. To assign a new project to a member, you must first create the project.

2. Navigate to the Projects tab and click on Add Project.

1. Enter the necessary project details and select the relevant team members.

1. Once the project is created, return to the Members tab.

2. Find the member in the Users Table and ensure they are assigned to the new project.

1. The Total Project Count for the member will automatically update.

3. Troubleshooting

Issue: Unable to Add a Member

• Ensure all required fields are filled.

• Check if the member already exists in the system.

• Refresh the page and try again.