Each organization will have a master list of Members. People or equipment must be listed as Members for you to be able to assign them to tasks. Anyone can add Members to the organization, but the email address can be (subsequently) edited only by your Viewpath Administrator.
Click the hamburger icon in the upper left, and select the organization. (Need to create your org? Click here for instructions).
You'll be on the Members section. Click the "+" icon to add a new Member. If the email already exists in our system, the person's name will automatically be populated for you.
After you have added the new Member, assign the appropriate tags to the Member by clicking in the Tags field. You can add as many tags as are applicable for that user. Then click "Submit". Note the tags you want to applied must be previously set up by your Viewpath Administrator on the Tags page. Click here to see how to set up your org tags. The Viewpath system can then offer suggestions for Members who match a Task's specified tags for skills, roles or certifications required to complete the task.