Once you have authorised your employees to use the app, you can send them invitations to download it by email and SMS.
A series of 5 SMS and email invitations will be sent to your staff, including a download link to download and log in to the app. Learn how to send an invitation below:
Sending invitations - a step-by-step guide:
Step 1: Log in to your portal and go to the 'App Users' section in the left-hand menu, then to 'Manage' in the top tabs.
You should have already uploaded your employees' details; if not, click here to learn how to pre-register them to use the app.
Step 2: Click on the 'Filters' button. A new drop-down menu will appear. In the status drop-down menu, select 'Authorised':
Step 3: In the top left corner of the authorised users list, tick the box to select all who haven't received an invitation. Alternatively, you can select specific carers or employees individually by ticking the box next to their name:
Step 4: At the bottom of the screen, you will see a taskbar showing how many users are selected. Click 'invite'.
If you have a long list of invitees, it can take a few moments for the invitations to send.
Once the invitations have been sent successfully, a green success notification will appear in the top right of your screen.
Over the next 4 weeks, those who don't register right away will receive a series of 4 reminders. Click HERE to view your invite wording.
Want to automatically invite your users when adding them to the portal? Click HERE to learn how to switch this on.
We are here to support you with your scheme. If you need help, click the chat button in the bottom-right corner of your screen.
What Next?
Visit our launch resources to support your launch and growth - UK and ROI version or AUS version