Welcome to the ultimate guide on inviting your team to Coordinoter. Whether you're a seasoned pro or just getting started, this guide will help you navigate the Team Management page with ease. So, let's dive in and get your team running like a well-oiled machine.
Navigate to the Team Management Page
First things first, you'll need to head over to the Team Management page. Simply click on the Manage Team option in the Business Portal, or just click [here] and hey presto! You're now in the heart of team management central.
Inviting a New Team Member
Once you're on the Team Management page, you'll see an overview of your team. Here’s how to invite a new team member:
1. Locate the Invite Button: On the Team Management page, you'll find a button that says Invite New Member. Click on it to get started.
2. Fill in the Details: A form will pop up asking for the new team member’s details. You’ll need to provide their full name, email address, and phone number. Make sure you get these right - no one likes typos in their welcome email!
3. Assign a Role: Decide whether the new team member will be a Team Member or an Admin. Team Members have restricted access, while Admins have full access to all participants, invoicing, and administrative data.
4. Set Billable Targets/KPIs: If you have specific targets or KPIs for this team member, you can set them here. This helps keep everyone on track and aligned with your business goals.
5. Send the Invite: Once you’ve filled in all the necessary details, hit the Send Invite button. The new team member will receive an email invitation to join your team. Easy peasy!
Final Thoughts
Inviting new team members to Coordinoter is a breeze, ensuring your team can grow without any hiccups. With these simple steps, you’ll have new members up and running in no time. Happy managing!