Step-by-Step Guide to Inviting an Employee to Your Organization:
1. Go to the "Members" Section
On the dashboard, locate the side menu and click on "Members".
This will open the member management section where you can view all the current members in your organization.
2. Click on "Add Member"
At the top-right corner of the Members page, you’ll see a green button labeled "Add member".
Click this button to initiate the process of adding a new member.
3. Choose "Add Org Member"
A pop-up menu will appear with three options: Add Org Member, Add Child Org, and Add Partner.
Select "Add Org Member" to invite a new employee to your organization.
4. Set Access Permissions
In the Access tab, choose which apps and ecosystems the new member will have access to within the organization. For example, you can select:
Do Volunteer
Community Hub
Do it Day
Partner Pod
After selecting the desired access, click Continue.
5. Assign Permissions
In the Permissions section, you can adjust the specific roles and permissions for the new member. This includes setting whether they are an admin or have limited access.
Once the permissions are configured, click Continue.
6. Compose the Invitation Message
In the Compose tab, customize the invitation message that will be sent to the new member. You can modify:
Title: The subject line of the invitation (e.g., “Welcome to Good Corp!”).
Message: The body of the invitation. Personalize it to make the new member feel welcome.
You can also add a logo and background image to reflect your brand’s identity.
Once you’ve finished composing the invitation, click Continue.
7. Send the Invitation
In the Invitation tab, you have two options:
Invite by email: Enter the employee’s email address and click Add to send the invitation directly to them.
Invite by link: Generate a public link that can be shared with the employee for them to join the organization. Click Copy to share the link.
Once done, click Invite and share link to complete the process.
8. Employee Registration
The employee will receive the email or link invitation. When they click on it, they will be taken to the registration page.
They will need to accept the Terms and Conditions and provide some basic information such as:
First Name
Last Name
Email Address
Phone Number
Password
After filling in their details, they click Continue to finalize their account setup.
That's it! Your employee is now invited and will be able to join and access the organization once they complete the registration process.