How can I resend the invitation to a contact person?
You have two options to resend an invitation to a contact:
Option:
Click (1.). Then you can click on the 3 dots (2.) next to the relevant invitation in the "Pending invitations" area. Next, select Resend Invitation (3.).
(https://storage.crisp.chat/users/helpdesk/website/7ffFew readersHow do I add external staff to my organisation in the project?
Click on (1.) and then on the Edit button (2.) for your own organisation.
A new window will open. Click here on the orange + button.
A window opens again. Open the search field by clicking on the arroFew readersHow do I remove internal employees from a project?
Few readersHow do I delete an organisation from the project?
Click on Contacts (1.) and then on the Edit button (2.) for the organisation you want to remove.
A new window opens. Click on the Delete button.
(https://storage.crisp.chat/users/helpdesk/website/Few readersHow do I delete an invitation to a contact person in the project?
Click on (1.). Then you can click on the 3 dots (2.) to the right of the relevant invitation in the "Pending invitations" area. A new menu opens, where you now click on Delete invitation (3.).
For security rFew readersHow do I create an organisation / person with two different functions?
If people are responsible for two different functions in a project, they must currently be created under for each function individually and thus several times.
For our example, David Michelangelo is already listed under "Entrepreneur" in this project.
Now, for the second function, the organisation and the person must be created again (in our example, David Michelangelo isFew readersHow do I edit the contact details of my contacts?
Click on (1.) and then on the Edit button (2.) at the organisation concerned.
A new window will open. Click on the Edit button of the person you want to edit.
Now you can adjust the "Function within the pFew readersHow do I add external project participants to a project?
To add external project participants to a project, click (1.) and then click + Add Project Participants button (2.).
A new window will open. Enter the organization name in the search field (yellow highlightedFew readersHow are abbreviations generated and how do I change a person's abbreviation?
Each person receives an abbreviation as soon as they are entered on smino. This can be seen, for example, when exporting a protocol. By default, the abbreviations are generated as follows: First two letters of the first name plus first two letters of the last name. If you enter a new person and there is already someone in the project with the same abbreviation, other combinations of the letters are generated so that the abbreviation is unique in the project.Few readersHow do I reactivate an external project participant who has been removed from the project?
Click on Contacts (1.) and then on the Edit button (2.) for the organization where you want to reactivate the project participant(s).
A new window will open. Click the Restore button on the person you want to reactivate.Few readersWhere can I see who is the project admin?
To see who has project admin rights in the project, you can proceed as follows:
you yourself do not have project admin rights:
Click on "Contacts " (1.) and then on the button "+ Add project participants " (2.).
A new window will then open in which you will see the project admins listed.
You yourself alsoFew readersHow do I remove external project participants from the project?
First click on Contacts (1.) and then select the Edit button (2.) for the organisation concerned.
A new window will open in which you can remove the desired person by clicking on the x-button.
(https://Few readersHow do I add an organisation deleted from the project back to the project?
Click on Contacts (1.) and then scroll all the way down to the section "Contacts removed from the project". Click on the arrow icon (2.). Then you can click on the Edit button (3.) for the organisation you want to add back to the project.
(https://storage.criFew readers