Inviting a Team Member with Tags

Who can use this feature?

  Global Admin    Team Admin

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 Our People console.

It is possible to invite a Team Member using a Simple Invite (Team Only). However, if you need to invite a new Team Member with multiple Tags, please see the following instruction:

STEP 1: From the navigation menu, select People.

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

STEP 3: The mandatory fields are First Name, Phone Number and Profile. The Team Member will be prompted for First and Last name as they log in via the Our People App.

STEP 4: In the Profile field, begin typing the name of a Team. e.g "Westminster Leisure Centre". 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 to 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.