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