Since all associates must be associated with an organization, all associates must first be added to an organization before they can be added to any teams or groups.
This article will show you how to:
Adding an associate to an organization
Step 1: Access the desired organization dashboard.
This can be accessed from your My Calendar page directly, or from the navigation bar on top of the team calendar of any team in the organization.
Step 2: Navigate to the associates tab
Step 3: Click "Add New Associate"
Step 4: Fill out the required details on for your new associate. This will include:
Name
Invitation email (if you enter their invitation email at this stage they will be immediately invited to the system, feel free to leave this blank and fill it out later)
Role (optional field to visually indicate the role of an associate, helpful in block scheduling)
Associated colour
Press "Create" to finish creating your associate. Once created you will immediately land on the associate's organizational profile page.
Step 5: Adjust associate permissions. Choose if the associate should be an administrator or viewer at the organization and team level.
Now that your associate has been added to the organization, you can add them to your teams individually.
Teams can be accessed from your My Calendar page, or from the organizational "Teams" tab.
Adding an associate to a team
Step 1: Navigate to your team's associates tab
Step 2: Click on Add New Associate.
Note that if you have already added the associate as a viewer or administrator of the team, you do not need to add them, they should already appear in the team.
Step 3: Choose an associate from the list of organizational associates
Step 4: Add any required tours of duty and qualifications for the associate!
Now you have added your associate with all the correct permissions and qualifications!