Adding Team Members to Design Projects

Purpose

As a Project Owner, add Design Project Attendees to include the required stakeholders in the design activity and ensure the project record reflects the participants needed for quality and compliance reviews.

Prerequisites

Installation Package: CQ Core, CQ Design Extension, CQ Management Review Dashboard Extension

Product: ProductQuest

Function: Design Projects

User Profile: Standard User

Permissions: CQ Base User PSG, CQ Design Owner PSG

Record Status: Draft, Open

Steps

1. Open the Project record.

2. Open Team Members. Then click Edit All.

3. Specify this information:

   • Contact or User
     Specify the attendee.

   • Attendee’s Project Role
     Specify the attendee’s Project role.

   • Attendee’s Access
     Specify the attendee’s access level: Editor or Viewer.

4. Click Save. To add another Attendee, click Save & New.

Expected Outcome

• Team Members are added to the Project.

• Attendee Edit and Delete actions are available.

Additional Resources

ComplianceQuest

• Setting Design Project Workflows

• Initiating Design Projects