TABLE OF CONTENTS
- Manage Team
- Invite New Team Member (Create a profile)
- Invite existing Profile as a Team Member
- Status of invitation
Manage Team
1. Login to Ework Verama
2. Go to the Company Tab in the main menu and select the option Team in the drop down.
Invite New Team Member (Create a profile)
1. New Profile - Click on the button +Add Profile in the upper right corner
2. Add New Profile - fill in infomration about the new profile
- Select permission level; Member, Manager or Admin access
- Fill in First Name, Last Name, Email address and Location.
- Job Title is an optional information
3. Invite Team member - select YES for sending an email invitation. An email will then be sent to your teammember
Se guide on accepting an invite here
Invite existing Profile as a Team Member
1. Go to the Company Tab in the main menu and select the option Team in the drop down.
2. Click on the profile you want to invite to your team.
3. Scroll to the bottom of the profile page and click "Send Invitation".
Always verify that you have entered the correct email address for the selected profile. You find the email in the top of this same page. The email adress canbe adjustment as long as the invitation has not been accepted.
You are able to resend the invitation if the invitation was not recieved.
Status of invitation
When an invitation is sent you can see if the invite was accepted by your teammember.
- List View - You can see the status either from the list view under the tab Company > Team.
- Profile Page - When you click on the profile name you will see the status of the invitation under the email address in the profile.
- Permission Level for invite - you can see what level you have assigned to your team member you sent the invitation to. Scroll down to the bottom of the page of the Profile.