If your colleague isn't aware of the app and is excited to get started, it's important to let them know WHY they should get involved! Here's some help to do that:
Once admin users have been introduced and are excited to get started, follow the steps below to learn how to set them up as admin users.
Inviting additional admin users a step-by-step guide:
Step 1: Head to the Settings section in the left-hand menu of your portal, then portal users:
💡Top Tip! If you do not see the 'Invite New Admin User' button, you may not have the relevant permissions to add a new admin user. Your account lead will be able to check your account permissions and make any changes required.
Step 2: Click 'Invite new admin user' on the right-hand side.
Step 3: Fill in the admin user's details - The mobile number is required to allow them to have access to the app.
Select the site or sites the admin user is responsible for, they will only be able to see the data for these sites. If the admin user needs to see the data for all sites select 'All sites'.
Select if you would like them to earn referral points, if you select no they will still be able to share jobs but they will not earn any referral points for doing so.
Next, select the appropriate permissions for the admin user (click here for an explanation of the various permission categories). Portal users have read-only access to all sections, the permissions will allow them to edit each section.
Step 4: Click 'invite'
The portal user will now appear in the portal user list and they will receive an email invitation with details on how to log in for the first time. They will also now be able to download and log into the app.
If you have any questions regarding this feature or anything else, please get in touch by clicking on the chat icon in the bottom right of your screen.
What's Next?