Invite a staff member to your team
What is the "Invite a staff to your team" feature used for?
Inviting staff is essential to grow and manage your team on Yoplanning. The term “staff” refers to any member who participates in your organization, whether they are managers, secretaries, accountants or other roles. This feature facilitates collaboration, because each member has their own schedule and specific rights in your team.
How to use the “Invite a staff to your team” functionality?
Access the dashboard: Log in to your Yoplanning.pro account.
Navigate to the menu: In the left menu, click on "Administration" then on "Staff".
Start the invitation: Click on “Invite staff”.
Enter information: Provide one or more email addresses to send invitations.
Confirm: Once the invitations have been sent, the new staff will appear in your schedule. You can check the staff list to see who accepted the invitation.
Assign a role: Make sure to define a role for each staff you invite. For more details, see the dedicated article.
Manage visibility: You can activate or deactivate the presence of staff on the schedule. For example, an accountant might not need to appear on the schedule.
Advice and best practices:
Encourage members to complete their personal information once logged in. This ensures that each profile is up to date.
Use the schedule as a collaborative tool. Remind each staff of the importance of managing and updating their own schedule.
Common errors and solutions:
Invitation not received: If a staff did not receive the invitation, check the email address you entered and resend the invitation.
Undefined role: Make sure that each staff has an assigned role to avoid any misunderstanding or problem accessing certain functionalities.
Keep this guide handy and familiarize yourself with each step to optimize collaboration within your team on Yoplanning.pro.
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