Inviting a Team Member with Tags

Global Admin and Team Admin are able to invite new Team Members. Global Admin can invite anyone to any Team and Team Admin can invite Team Members only to their Teams. Inviting Team Members is done from the OurPeople console.

STEP 1: From the navigation menu, select "People"

 STEP 2: In the top right, click the "Add People" button

STEP 3: The mandatory fields are First Name, Phone Number, and Profile

STEP 4: In the Profile field, begin typing the name of a Team. e.g "New Team". This will assign the Team to the new Team Member

STEP 5: The Team Admin or Global Admin will assign the corresponding Job Roles and Skills for the new Team Member. When a Location/Job Role/Skill is selected, it will show a pink check mark on the right side

STEP 6: All new Team Members are assigned the Access Level of App User by default. Only Global Admin can assign other Global Admin. Team Admin may assign either an App User or another Team Admin

STEP 7: If you would like the new Team Member to be able to send/assign cover broadcasts, check the corresponding boxes on the bottom of the screen

STEP 8: Click Save, the Team member will be saved and invited to the App via an SMS sent directly to their device