Creating external team members

Referring to the illustration in Team roles and members, Amy Bolton and Edwin Abacus are freelancers, so they do not have logins into Brightspot. You can add them as team members so that they receive notifications Brightspot sends regarding their assignments.

To create external team members:

1. In the header, click add.
2. From the Create list, select External Team Member. A content edit page appears.
3. In the Name field, enter the member’s name.
4. From the Role list, select one of the team member roles you defined as described in Creating team member roles.
5. From the Contact Information list, select Set, and enter the member’s email address, phone number, and Slack name.
6. Click Save.