To manage Trekker Survey project team members, from a browser go to Trekker Manager and login.

The Home/Overview page of Manager will display and the "Project" tab  is active showing a grid of all Trekker Survey projects for which the user is a member.

To manage the members of the team, click the View button for the desired survey project. The survey project details page is displayed as shown below.

The Trekker Survey project details page shows the basic details of the survey in the left panel, with a map display, and two tabs at the bottom containing grids for Building Inventory forms and Proposed Districts that are collected as part of this project. To add team members for this survey project, click the Manage Project Members button on the left panel, which displays the current team members in the dialog below.

Adding Team Members

To add a new member to the project team, enter the email of the user to be added to the Trekker Survey project team in the text box in the lower right corner and click the Add Member button (NOTE: the email MUST be the same email that is associated with their NY.GOV account that they use to login to CRIS). If the user is already enabled within CRIS for Trekker access, the user is added to the project team and will appear in the grid immediately. If they are not enabled for Trekker access, a message is displayed with an email link to contact SHPO. Use the link to email SHPO and request that the user be assigned Trekker privileges. Once SHPO replies with confirmation that the Trekker privileges have been assigned to the user, repeat this step.

Removing Team Members

To remove a member from the team, check the box for the user to be removed and click the Remove Member button on the left of the dialog.