To create a Company in the App follow these steps:
- Enter the name of the Company.
- The company 'Slug' is simply the custom part of the URL that will be used to represent your company.
- Select 'Register'.
The Company Slug can be modified from the pre-populated field during the company creation process. It is not advised to change the Company Slug after you've created the company and invited others to the company. And links that Members have made to the company page will no longer work if the Company Slug is changed.
Now that you've created your Company in the App, you can invite people to join you.
To invite people to your Company, follow these steps:
- Go to the Admin Tab at the bottom of the App screen
- On the Admin Page, select the 'Manage Members' section to open the Manage Members page. The Manage Members page shows a list of current members of the Company.
- Select the '+' icon at the bottom of the screen to add a new member
- Enter the personal information and specific Roles for the member. The Roles determine what people can see and do in the App.
- Select 'Create Member' at the bottom of the screen to invite the new member.
- You can edit each member by selecting the menu button at the end of a row on the Manage Members page.
You can repeat this process to add more members.
If further support is needed, please send an email request to [email protected] outlining your concerns and we will respond in a timely manner.