You've created an account. Great! But what's next? Follow the step by step instructions below to add your team and invite them to create an account.
How to invite Team Members (1-10 Humans)
Go to the 'My Team' page in your account.
Click the Invite Humans button at the top of the page.
Click '+ Add User' to start adding new team members to your account.
Add the correct email address, first name, last name, account type (team_member or Admin) and select the 'Is a Manager' box if they are a people manager or leader within your organisation.
When you're done, click the 'Send Invites' button and each team member will receive an email to activate their account.
How to invite Team Members via CSV import (Recommended when adding 10+ Humans)
Go to the 'My Team' page in your account.
Click the Invite Humans button at the top of the page.
Click on the Import emails button.
Download the CSV template at the very top and fill it out.
Follow the language in the template. For example, info in the 'Account Type' column needs to be either 'team_member' or 'Admin' and info in the 'Is a Manager?' column needs to be TRUE (for yes) and FALSE (for no).
Make sure there are no spaces before or after the text in each cell.
Save the completed CSV, click 'Choose File' and double click.
When you're done, click the 'Send Invites' button and each team member will receive an email to activate their account.
How to remove team members
If you need to remove a team member, simply head to "My team". You'll find a "Remove" button next to each human. This will remove them from the platform.
Top tips
Heads up! For security reasons, the link in each invite email expires within 48 hours, so we recommend avoiding added new team members on a Friday to ensure that their invite does not expire over the weekend.
Want a teammate to be able to add new team members on your behalf? Give them access to the 'My team' page by marking them as an Admin when you add them. Already added them as a team member and not Admin? No problem. Go to the My team page and change their status in "Change privileges".
And that's it. Your team will be sent everything they need to get started.