On the Team Management page, in the upper right there is an option to + Add Team Members. You can add existing (they are already in the Notify system), add new, or bulk import.
Add existing – If a person already exists in the Notify system (assigned to another property), choose Add existing. In the window, select people from “Available People” and add them (using the right arrow) to “Add Members”.
Add new – When adding a new person to a property, you must enter their first and last name, title, email and user role (see below for a diagram on user roles). You also have the option to add them to multiple properties (if they are assigned to more than one).
Bulk import – Here you can find an Excel template to use when bulk importing. Fill in the spreadsheet exactly the way it is (don’t move, remove or add any columns). Save it to your computer as a CSV file. Once ready and select the file to import.
- Add existing – If a person already exists in the Notify system (assigned to another property), choose Add existing. In the window, select people from “Available People” and add them (using the right arrow) to “Add Members”.
When adding a new user, each person will need to be assigned a user role. Here is what each has access to:
|View individual call overviews||X||X||X|
|Edit other user’s profile data||X|
Team Member Status
Once new team members are added to a property, they will be sent an email with login credentials and a link to set up their account. Their status will remain “Pending” on the Team Management page until they or their property’s Admin have completed the set-up process by clicking the “Edit” button next to their status.
When their user profile is set up, the status will automatically change to “Activated.” Pending team members will not be available to put on a schedule until their status has changed to “Activated.”