Go to the Directory and click on the ADD PERSON button in the upper right corner.
Then, Owners, Admins and Managers have two options:
Add to Directory Only: 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.
Add to Company: 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.
1. Add to Directory Only
First and last names are required, but email and profile picture 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 and/or a profile image
This user is FREE. This process will NOT email the person an invitation and WILL NOT allow you to assign them any Rocks, To-dos, Issues, Measurables or Conversations.
To have these options, see Option 2.
2. Add to Company
When inviting a user to your company, the user will have a login to your account, and the role you choose depends if they are a paid user and what content can be assigned.
Not sure what role to give an invited user? See details on the user roles here.
To invite a user:
Toggle to Add to Company
Enter the additional required 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.
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 Directory only are NOT invited and 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!