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4. Invite Your Team

You've tested your lists and you're ready to rollout to the team. Let's get them on board!

Stephanie Jarm avatar
Written by Stephanie Jarm
Updated over 2 years ago

Introduction

When you're first getting started with Blanket, we recommend adding your users on a need-to-know basis. If you invite your entire team before you build and test your lists, you may risk the initial rollout excitement. Add your product leads & test users first and get comfortable with the app so you can answer questions as more users come on board.

We also suggest that Leaders invite High-level managers, then managers can invite mid-level managers, and then those users invite the line-level teams. This way everyone learns how easy it is to add users to the system.

Whether you need to add district managers to the system for the first time or you are a general manager adding your store employees, inviting new users to Blanket can be done quickly from the web versions of the app.

Who can add new users?

Any position that is a Manager-Level Role with access to "my team" page can add new users.

How to Add New Users on the App

Have the First & Last name of the user, their location and position (job title), and their cell phone or email ready for their invite.

  1. On the MORE tab go to MY TEAM.

  2. On the bottom right of the team page, click the “+ Add User” button

  3. Select add from contacts, or by phone number.

  4. In the Name field, enter the user’s first and last name.

  5. Select their location(s) & invite method (we always recommend phone number) and enter the information.

  6. Select a position for this user, and click the “Invite” button at the bottom.

How to Add New Users on the Web

Have the First & Last name of the user, their location and position (job title), and their cell phone or email ready for their invite.

  1. Login to your company dashboard. Go to web.blanket.app

  2. On the left side navigation, go to MY TEAM, and select USERS.

  3. On the top right of the team page, click the “+ Add User” button

  4. In the Name field, enter the user’s first and last name.

  5. Select their location(s) & invite method (we always recommend phone number) and enter the information.

  6. Select a position for this user, and click the “Invite” button at the bottom.

Using Single Sign-on?

If users in your organization have personalized company emails, sign in with SSO. Currently, Blanket supports Google & Microsoft. Contact the Blanket support team to set this up for your organization - this makes log-in super easy for big teams and it's free!

These users do not need an invite and do not need to be added by admins or managers.

They simply download the app, and sign in with SSO!

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