In this article, we'll guide you through inviting new users, setting up teams, and using our notifications feature. Let’s make sure everyone in your organization has the right access to get things done smoothly!
User Roles: Admins vs. Managers
Before we dive into the steps, let's clarify the user roles:
- Admins: Admins can view and edit information for all workers and contracts across the organization.
- Managers: Managers are assigned to specific teams or groups and only have access to the data related to those teams.
This setup ensures that your team members can perform their tasks effectively while keeping sensitive data secure.
How to Invite New Users
Inviting new users to your Ontop Account is simple. Just follow these steps:
- Go to "Users & Permissions": Find this section in your settings.
- Click on "Add role to user": You'll be prompted to add a new user.
- Enter the user's details: Type their full name and email address. Choose whether they’ll be an Admin or Manager.
Once you send the invite, the user will receive an email with instructions on how to get started.
Managing Notifications
You can track invitations and manage notifications from the Notifications section. This will help you stay updated and ensure a smooth user experience.
Important Note for Managers
Managers will only be able to see information after they've been assigned to a team. Until then, they won't have access to any associated info or contracts. This is to help keep things organized and secure.
Feel free to check out the video guide for a visual walkthrough on using the platform:
If you have further questions,
feel free to contact our support team via chat 😊.
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