Docs field manual
Add a team member
Invite a new colleague to your practice by email, choose what they can do in the app and set their job once they have joined.
Practice managers and owners do this when someone joins the practice.
What you'll need
The person's email address.
Steps
- Open Team.
- Press Add team member.
- Type their address into Email address.
- Under Role, choose Staff: logs checks and uploads evidence, Manager: also manages equipment and team or Inspector: read-only.
- Press Send invitation. You will see Invitation sent.
- Ask them to open the link in the email.
- When they have joined, press Open next to their name.
- Choose their Job and press Save profile.
The app uses their job to work out which training they need, so don't skip the last step.
If something goes wrong
- The email hasn't arrived. Ask them to check their junk folder. Then, under Waiting to join, press Send again.
- It says link expired. Press Send again.
- You used the wrong address. Under Waiting to join, press the cross next to it to cancel the invitation.
- That person is already in your team. They are already on the People list, so you don't need to invite them.
- Send invitation is greyed out. Type a full email address, like name@yourpractice.co.uk.
- You can't see Add team member. Only managers and owners can invite people.
- A person shows Job not set. Press Open next to their name and choose their Job.