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Hello,
We've created your portal and completed Step 1: Portal set up ✔
We’ve also sent through your portal login details. If you have not received these, please do let us know.
Next up is completing Step 2: Customise your portal.
You will need:
Bookmark this page in case you need to come back to it!
Names, email addresses and mobile numbers of your admin users
If you have more than one ‘site’ you will need the name, address and number of staff for each
A spreadsheet of names, email addresses, mobile numbers & the site each staff member belongs to, for everyone you would like to use the app. For a template, please click this link user-invitation-doc-template-1.csv
We’ve added a default job to your portal already. If you would like to add your own job, you will need a current job ad and a ‘day in the life’ style image (recommended) or video link (optional)
Ready to get started? Click each of the links below to learn how to complete each task
Task 2 - Introduce and invite your admin users (10 - 15 minutes)
Task 3 - If you have multiple sites create sites (6 minutes)
Task 4 - Edit your default job ad (90 seconds) or add a new job ad (5 minutes)
Task 5 - Essential for launch: Authorise your staff to use the app (6 minutes)
Task 6 - Customise your app welcome message (3 minutes)
Task 7 - Plan a great launch! 🚀
Need help customising your portal?
Live chat with us via the chat button in the bottom right corner of your screen.
The Launch and Engagement Toolkit is packed full of great resources 🤩
