After creating a project, you can navigate to the Settings menu to set up the participating members. Project Managers can watch the following video to learn how to build and manage a team in Sanplex:

【视频介绍】

Under the Settings menu, you can configure users and access levels through four main sections: Team, Whitelist, Stakeholders, and Permissions.

1. Add team members

Navigate to Settings > Team to add members to your project. For each member, you can define their "Available Days" and "Available Hours per Day."

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Note: If the project belongs to a specific program, you can view the team members for all projects within that program under the Program > Members section.

2. Configure the whitelist

You can add individuals who are not directly part of the product or project to a whitelist. This allows them to monitor the project's progress. Sanplex also allows you to duplicate a whitelist from an existing project to save time.

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3. Add stakeholders

Stakeholders are internal or external individuals who have an influence on the project. If a stakeholder is from an external organization, you can create a new user profile directly in this section and perform an "Impact Analysis" for them.

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4. Configure permissions

You can create various permission groups and define the specific access levels for the users within those groups.

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Click Project Permission Settings to adjust specific rights.

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You can select or deselect permissions based on specific modules or individual work items.

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