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What Can I Do as a Business Owner?

The following sections list the activities that a Business Owner can perform in Confide.

Add Project Leads

On the Settings > Project Lead page, Project Leads are displayed.

Refer to the following steps to add one or multiple Project Leads:

  1. Click Add Project Lead.

  2. In the Add Project Lead window, enter part or full of an email address or username in the text box, and then search results are displayed. Select the user that you want to add from the search results.

    NOTE

    You can only add internal users to Confide as Project Leads.

  3. Click Add. An invitation email will be sent to the user with the defined email address. In the email, the invited user will find the Confide environment URL to access Confide.

Remove Project Leads

Refer to the following steps to remove Project Leads:

  1. Select one or multiple Project Leads that you want to remove, and then click Remove above the table. Alternatively, you can click the Remove button to the right of a Project Lead to remove the Project Lead.

  2. In the confirmation window, click Remove to remove the selected Project Leads.

View My Projects

The My projects page displays the projects that you have access to. Projects are organized into three tabs for easy navigation: All, Active, and Inactive. You can click a project to open the project.

A project is accessible to you in the following scenarios:

  • The project is created by you. If a Business Owner creates a project, the Business Owner will be the Project Lead of this project.

  • The project is created by other Project Leads, but you are designated as the Business Owner.

  • The project is created by other Business Owners/Project Leads and shared with you later.