Who can use this feature?
|🌍 Global Users||👑 Team Admins|
Global Users and Team Admins are able to invite new Team Members. Global Users can invite anyone to any Team, Team Admins can invite people only to their Teams.
New Team Members can be invited via the Our People Console, and also via the App. Here we talk about how Team Members are invited via the Our People Console. To invite a new Team Member:
Advanced Team Member Invite
It is possible to invite a new Team Member using a Simple Team Member Invite. However, there will be times where the Team Admin will need to be more specific on the information they add to the Team Member on invite. For example:
- The Team Member may be a member of multiple Teams
- The Team Member may have access to restricted Job Titles or Skills
👉🏽 STEP 1: From the navigation menu, select People.
👉🏽 STEP 2: In the top right, click the Invite People button.
👉🏽 STEP 3: The only mandatory fields are Phone Number and Add to Team. The Team Member will be prompted for First and Last name as they log in via the Our People App. However, email address may also be recorded.
👉🏽 STEP 4: In the Add to Team box, begin typing the name of a Team. Example: "Westminster Leisure Centre". This will assign the Team to the new Team Member.
👉🏽 STEP 5: Job Role and Skill Tags are visible to the Team Admin. The Team Member is prompted to add their own Tags when they sign in to the App, however it is also possible for the Team Admin to select the tags in advance. Simply click the desired Job Roles and Skills. They will turn green and be allocated to the Team Member on sign in.
📌 Note: Any tag that displays the padlock symbol 🔒 is restricted and can only be assigned by the Team Admin at this step. It cannot be selected when the Team Member signs into the App.
👉🏽 STEP 6: All new Team Members are automatically assigned "App User" status for their new Team. If the Team Member should have Team Admin access, this can be assigned by selecting "App User" and changing the drop down to "Team Admin".
👉🏽 STEP 7: Clicking the Save button at the bottom the screen will add the Team Member to "Pending" and instantly send out an SMS invite to the phone number entered in Step 3.