Add a team member to a team group – Pactima Help Center

Adding a team member to a specific group within your Pactima team is a straightforward process. This can be essential for organizing your team, especially if you have created different groups for different projects or functions. Here's how to assign a team member to a group in Pactima:

Access Account Settings: Click on the "Account" button located in the top right corner of the Pactima header. This is your gateway to all settings related to your personal and team accounts.
Navigate to Team Management: In your account settings, find and click on the "Team Management" card. This section is designated for managing your team’s structure and member roles.
Go to Internal Team Management: Once on the Team Management page, select the "Internal Team Management" card. This will take you to the area where you manage your internal team members and groups.
Locate the Team Member: Scroll through the list to find the team member you wish to assign to a group. All team members will be listed here along with their current group assignments, if any.
Access Member Options: Next to the name of the member, there will be a button with three dots. Click this button to reveal additional options for that team member.
Select 'Assign to a Group': From the dropdown menu, choose the "Assign to a Group" option. This will open a model where you can select which group to assign the member to.
Choose the Group: In the popup model, you will see a list of available groups. Select the group to which you want to assign the team member.
Save the Changes: After selecting the appropriate group, click the "Save" button. This action will update the member's group assignment.
Confirmation: Once you've clicked save, the member will be added to the selected group. You can confirm this by reviewing the group's member list in the Internal Team Management section.

Adding members to specific groups in Pactima helps in managing your team more efficiently. It allows for clearer delineation of roles and responsibilities, particularly in larger teams or in teams with diverse functions and projects. By following these steps, you can ensure that each team member is placed in the appropriate group according to their role or the tasks they are responsible for.