Effortless Collaboration: Manage Your Project Contacts
Managing your project contacts just got a whole lot easier.
Whether you're adding team members, vendors, or other important contacts, MEsuite makes it simple and intuitive. Follow these steps to keep your projects organized and your team in sync.
→ Getting Started: Select Your Project and Contact Type
Choose Your Project: Start by selecting the project you want to add contacts to.
Go to the Contacts Tab: On your main project page, click on the “Contacts” tab. You'll see four contact types:
Team Members
Vendors
Groups
Other (executives, emergency contacts, or location info)
1. Adding a New Team Member
Default Tab: The default tab is “Team.”
Add a Team Member: Click the purple “+” button.
Enter Email: Type or copy/paste their email.
Assign Permissions: Choose their access level:
Account Managers: Full access to everything. Can archive projects and receive invoices. You can have multiple Project Owners.
Project Managers: Can modify and archive templates and documents, and view and deploy releases.
Associates: Can only view and deploy releases.
Send Invite ✉️: They’ll receive an email from “support@mesuite.com” to join your project. If they're new to MEsuite, they'll create a profile with a password. Existing users will simply accept the invitation.
Check Invite: If they don't see the email within a few minutes, remind them to check their spam folder. For any issues, contact your customer success manager for assistance.
2. Adding a Vendor
Navigate to the Vendor Tab: Simply click on the purple “+” button.
Provide Details: Input all the required information.
Submit: Double-check for accuracy and then click on submit.
3. Creating a Group (Departments)
Select the Group Tab: Click the purple “+” button.
Name Your Group: Give it a name that fits your department.
Add Members: Start typing their name—they should pop up automatically if they're in your account.
Confirm: Click Confirm when you're done.
4. Adding a Contact to Other
Select the Other Tab: Click the purple “+” button.
Enter Details: Add the necessary information, like an executive in charge, emergency contacts, or specific addresses.
Submit: Verify everything and click submit.
Editing and Removing Contacts
Need to make changes? No problem!
Manage Contacts: Click on the “Manage” button in any tab to edit or delete contacts.
Permissions: Only Project Owners and Project Managers can remove contacts. Remember, only Project Owners can remove other Project Owners.
Need Help?
If you run into any issues or have questions, our support team is here to help. Reach out to your customer success manager, and they'll get you sorted in no time.
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