On the Directory you can:
Add a person's name (this is free of charge, and allows you to add them to the Accountability Chart).
Managee or above role needed to perform this action.
Invite a person to the account as a paid user (so they can be assigned content). Manager or above role needed to perform this action.
Details on each option below.
Not sure what role to give an invited user? See details on the user roles here.
1. Add a Person
Go to the Directory and click on the Add Person icon in the upper-right corner.
First and last names are required, but email and phone are optional.
When you've added a name to the Directory, you can:
Add that person's name to the Accountability Chart
Click on their name on the directory to add details or a profile image
This process will NOT email the person an invitation and WILL NOT allow you to assign them any Rocks, To-dos, Issues or Conversations.
To have these options, see Step 2.
2. Invite a Person to be a User
Inviting a user is different than adding a person in that a user can be assigned content.
To invite a user:
Follow the same initial steps as "Adding a Person"
Toggle Activate as New User when adding their name
Enter the additional information, including:
To invite someone whose name has already been added to the Directory click the "Invite" button that appears on their line in the Directory.
Inviting a new user:
Inviting someone who is already in the Directory:
Have the new team member check their email for the link to activate their account (it's coming from firstname.lastname@example.org).
If you need to change a users' team or role after they have been invited, use the drop-down next to their name on the directory page.
If it does not say Invite or ReInvite, that means that person is already an active user.
Users that are NOT invited are NOT put on a team or given a role because they are not active in the account.
Once you have people added or users invited, add them to your Accountability Chart!