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How Do I Add A New Project Manager?

You can add your colleagues to the dashboard at any time via the Manage Users section, allowing them to assist you during the survey setup.

This can be done directly through your dashboard, and you just need to follow the below steps to create their access.

  • Firstly, you will need to head to the profile icon in the top right corner of the dashboard. This will provide a drop-down box for you. From the list of options provided, you just need to select ‘Manage Users’.

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  • This will then take you on to the page needed to set-up access for your colleagues. From here, click on the ‘Create user account’ button and simply enter their email address and name before selecting access type as Project Manager.

  • Once you press ‘Invite’, an email will be sent to this colleague inviting them on to the dashboard.

You will notice on the Manage Users page that there are two forms of access available, to understand the differences between the two please see this supporting article here - Project Manager and Contributor access points.

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For additional support please email support@b.co.uk, call us on 01978 856222, or click the 'Get in Touch' button at the top of this page.