How do I add someone to a team or create a new user? (Administrator)

This article provides an overview for an administrator to create a new user where Single Sign On is not activated.

At times an Administrator will need to create a new user when they first start with your company.

Create a new user & Invite a new user

A new team member can only be created from the team you wish to create the new user in.

• Click on 'Teams' from the main menu.
• Search for the team you wish to add the user to.
• Click on the 'More' button to the right of the page next to the team name to maximise the team view

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Create a new user

• To create a new user, click on the 'Create Member' button as shown below. 

• A 'Create Member' pop up box will appear as below:

• Fill in the details as required including:
  • Email address and name.
  • Select if you would like to send the user a welcome email or not. If you choose not to, you will need to generate a password and advise the team member. If you choose to send them a welcome email they will be prompted to login and reset their password.
  • Role: It is important you select the correct role as this determines the frequency of coaching the member will receive.

• • Skill Set: This will determine the skills that are visible in the Área of Focus dropdown when setting goals.
  • Membership:
    • Select 'Member' if they are to be a normal member of the team you are adding them to.
    • Select 'Coach' if they are to become a coach of this team and need access to the team members.

• • • Select 'Leader' if they are to become a leader of this team.
• Click on save.
• The team member will now be listed as a member of the team under 'Team Members' on the information tab to the right of the screen as shown in the image below.
• If you selected send welcome email, they will be in a status of 'inactivate' until they have accepted their invitation

 

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Invite an existing user

• Click on 'Invite Member' button in the top right corner of the information tab
• A pop up box will display as below. 
• Type in the existing members name

• You will then see details of the member including if he/she belongs to an existing team. You will have the option to remove them from their existing team if required.
•  Select the membership type required:
  • Member: The new member will be a normal team member.
  • Coach: The team member will receive coach access to the team meaning they will have access to coaching history of team members within the team. This is a role usually used for 2ic staff within the team who assist in leading the team.

• You can also change the following:
  • Role: will determine the frequency of coaching the member will receive.
  • Skill Set: This will determine the skills that are visible in the Área of Focus dropdown when setting goals.

• Click on the 'Save' button.
• The team member will now show up in the 'Team Members' section to the right of the information tab.