Adding a member to your team


Dashboard

To add a new team member, you click on ‘my team’ on the dashboard.


Add new user

Then you click ‘add new user’.

Fill in form

First you choose a role

  • Admin: manage a team, add users, put users inactive status, buy credits
  • Manager: manage a team, add users, put users inactive status
  • Team member: you can not manage a team

Then you select a Country and fill out his or her Name.

Tick an Email address or a Phone number.  Or you leave it blank.

If you chose to leave the phone number and the emails address blank, a pop up screen tells you that this team member can’t reset his password by himself.

The login-details will be send to your proper e-mail address. Then you 'submit' to continue.

Link your new team member

The next step you need to do is to link this person to a specific portal on the platform. This is the Client Name for which he is working.

Choose a role

After that you need to choose a role for this person in this specific portal. 

  • Manager: manage a team, add users, put users inactive status, complete trainings
  • Team member: complete trainings

Click 'submit'


Now the user is properly added! Fill in the Personal Qualification