So you are ready to start adding team members, but you aren't sure how to add them? We have you covered!
From the Dashboard click on the My Team option.
You will see two options to add team members: Quick Add or Bulk Import.
Let's start by adding one person using the quick add option. After clicking Quick Add, a pop up will appear.
Your users MUST HAVE a unique email address. If someone does not have an email, please help them set up a Gmail, Yahoo, AOL, or whatever email is preferred.
Once those email addresses are entered you will select what the user's role is. Click that little question mark for a quick description of the roles.
After all fields are complete, click add user and you will see that they have been added to your team.
Let's say that everyone has a working email address in your company and you have them all stored in a database, click Bulk Import and this will pop up:
Bulk Import allows you to upload a CSV using email, name, and role. You can add all of your employee information into the CSV template we provide and then upload into the system. After uploading is complete, you'll see a report confirming users were added and/or indicating any errors in entry.
Once you have all of your team members uploaded it is easier to assign training as needed.
What if there is a typo or mistake in a My Team entry?
Use the Search to find the employee in your list. As the Account Owner, you can click the Edit button and fix or change an employee's name, email address or role of any employee.
If you have the role of Company Manager, you have access to edit those with the Employee or Subcontractor role, but not other Company Managers. Only the Account Owner can do that.
How can I resend an invitation to the OWYN Safety Management Platform?
If you edit the email of the employee, the employee will automatically receive a new invite to the updated email address for them to establish a login. There is no need to use the Re-send Invite button.
Regarding the Re-send button, if an employee deletes their invite by mistake or say they never received it, you can re-send the invite to them.
The Re-send button will not be available once the employee has logged in.