Adding Team Members

Adding team members within your organization is relatively quick and easy to accomplish.

Adding a team member to the organization

To add team members:

  1. Navigate to the user you would like to add a team member below within the org chart
  2. When hovering over the card, click on the green "+"
  3. Add the relevant information for the newest team member, specifically name, email, title, role, etc. If the role you need is not currently available, you can select a generic placeholder first and then create the new role after finishing up.
  4. Select whether you would like to send an email invitation immediately or not
  5. Click Update to save

Once complete, you'll be taken directly to their review relationships to add the team members the new user should be reviewing and reviewed by. Once you save the relationships, the reviews will be scheduled and you're good to go!

Note: If you choose not to send the invitation immediately, you can send on later by navigating to the Reviews section within the Company Settings tab.