Your users can be grouped into companies. Companies consist of company members and company managers. Learn how to manage these two groups of users in this article.
Add company members
As an administrator, you can add the company user in the following way:
Proceed with adding or inviting a user to the company:
Go to Community > pick a user > right under the user's name press on
Select Company> choose a company from the list.
Also, you can add company members by opening Community and picking a company. Then press the
Addbutton below the company name if you want to select already existing users from the app. Press theInvitebutton to invite a new user to your app and auto-assign them to this company.
Company members can request to add their workmates to the company in the following way:
Go to Membership > Members page under your company name.
Press "Invite User" and enter their name and email.
Once the invitation is sent, administrators receive the request on the Community page > Requests tab and manage it.
When the request is approved, the new user will be added to your app and assigned to the company that invited them automatically.
Please note that only new users who haven't been added to the app before can be invited this way.
Remove company members as an administrator
Administrators navigate to Community > pick a company > locate (...) menu at the top right corner of the member's name and press Remove.
Remove company members as company manager
Company managers can remove company members in the following way:
Navigate to the Locations > Membership page.
Pick a member > click on the (...) menu next to the company member and press on it.
Press
Remove.
Add company managers
Only administrators can add company managers. To do this, follow these steps:
Add the user to this company.
Go to Community > select the company > locate the (...) menu next to the company member and press on it.
Press
Make Manager.
Remove company managers
Only administrators can remove company managers. To remove the company manager, do the following:
Go to Community > select the company > locate the (...) menu next to the company member and press on it.
Choose
Make MemberorRemove(to remove from the company completely).