The Team Directory is a list of all of the users who have access to Projectmates. Anyone who is listed in the Team Directory has a login and password for Projectmates.

Projectmates University offers several training videos to help on-board new users.

To access the My Team/Contact Manager training video, look for the  Video icon.

To view the team directory:

1.   Click the My Team tab.

2.   Click Team Directory button.

Similar to the Contact Manager, you can view Team Directory information in a Phonebook or Card view. The Card view looks similar to an index card and displays all contact information for a specific user. The Phonebook view is a simple listing of all team members and pertinent information in a table format.

Phonebook view allows you to view partial contact information in a spreadsheet or list view.

You can sort team members by selecting a sort term in the Sort By drop-down menu.

The following options are available:

·         Last Name

·         Category

·         First Name

·         Company Name

·         City

·         State

To filter the list of team members displayed, you can click on the Alphabet  icons.

This filter works in conjunction with the Sort By selection.

Enter a keyword in the Search field and click Go to show team members with the same term.

If you wish to email a team member, simply click on his/her email address to open a new email.