Invite your team

Teamwork makes the dream work, right? Let’s get your team set up on Coordinoter so you can start collaborating like a pro. Here’s how to create a team and invite your team members.

Step 1: Navigate to the Team Creation Page

You can get there by first heading over to the business portal, then clicking on the Create Team item under the Team tab - or just click [here].

Step 2: Create Your Team

Once you’re on the team page, click the Create Team button. Give your team a name that everyone will recognise and hit Create. Boom! Your team is now born.

Step 3: Invite Team Members

Now it’s time to bring in the crew. Click into your newly created team and hit the Invite Member button. You’ll need to enter some details about your team member:

• Full Name: Make sure to get their name right. They’ll appreciate it!

• Email Address: This is where the invite will be sent.

• Phone Number: Handy for quick contacts.

• Billable Target: This is their weekly KPI in hours.

• Team Member Role: Choose wisely! (Team Member has restricted access to only their caseload and none of the administrative features. Admin has full access to all participants, invoicing, and other administrative data.)

Once everything looks good, click the Email Invitation button. The team member will be created on the system with an initial status of Invited. This status will change to Active once they accept the invite and sign up via the email link.

Your team member will receive an email inviting them to join your team on Coordinoter. And that’s it - easy as pie!

For further guidance on the teams system, check:

Now that you’ve got the basics down, you’re ready to start building your dream team.