You can add a team member to Helix Plan so you can start planning projects and collaborating in real time. You must be a Helix Plan administrator to add team members.
1. Log in to Helix Plan as an administrator.
If you are an administrator user, you will see the Admin area at the top of the screen in Helix Plan. If not, ask an administrator to add the team member.
2. Add the team member as a new user.
3. Add the new user to a project.
4. Ask the team member to install the Helix Plan client and log in. Make sure to provide the username and password you entered when you added the team member as a user.
5. Start collaborating in Helix Plan.