CRM
How to Add Team Members to a Calendar Event
Assign events to team members (e.g., project managers, salespeople, production managers) to keep everyone on the same page and ensure smooth collaboration between teams.
Last updated
November 7, 2024
Overview:
Adding team members to a Calendar event in Roofr allows them to view all relevant job details and stay updated on upcoming tasks. Follow these steps to add an internal team member to your event.
In this article we'll cover:
- Assigning team members to events
- Access event notifications
- Viewing assigned events
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Assigning Team Members to Events
Step 1: Create or Select an Event
- Start by either creating a new event in the Roofr calendar or selecting an existing event from your calendar view.
Step 2: Edit the Event
- Once you’ve selected the event, click on the Edit button.
- A pop-up window will appear with the event details.
Step 3: Add Guests to the Event
- Scroll to the bottom of the pop-up window, and you will see the Invitee list.
- Click on Add Guests to add members to the event.
Step 4: Choose Internal Team Members
- You can only add internal members of your Roofr platform. At this time, external guests or team members who are not already part of your Roofr account cannot be added.
Step 5: Save and Notify Team Members
- After adding the desired members, click Save.
- The team members you’ve added will receive an email notification with the event details. The email will include a link to either view the calendar or view the job associated with the event.
Note: You can add as many team member as you would like to the event, but remember, anyone who is assigned to the event will be notified of all event changes and have access to the job details attached to the event.
Step 6: Team Member’s Calendar View
- When the invited team member selects View Calendar from the email, they will be taken to their calendar view, where they can see all the details of the event.
- If the team member is not the assignee of the job card attached to the event, they will still be able to view all the job card details, though they won’t be marked as the assignee.
Step 7: Viewing Event Details
- Even if the team member is not directly assigned to the job, they will still have access to all the details within the job card once they’ve been added to the event.
- The team member can view the list of all other attendees for that event in their calendar.
