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How Trade Professional Works

Updated on March 9, 2021

Add Professional #

  • Go to the Trade Professional tab.
  • Click on the add professional button.
  • Fill all the required information and save.
  • Trade professional will be added in the project and mail will be sent to the added member.
  • Trade Professional member will be known by the mail that he has been assigned to a project.

Modules Access #

  • Click on the Access button from list.
  • Select the module which you want to give access to the trade professional member.
  • Click on the save button.

View Profile #

  • Go to the trade professional list.
  • Click on the view profile button.
  • Profile information will be displayed.

Delete Professional #

  • Go to the trade professional list.
  • Click on the delete button.
  • Trade professional will be deleted, and project will be unassign.
  • Trade professional will be known through an email that he has been removed from the project.

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