TeamUpdated
Add a person
Add someone to your team in Spodus, invite them to sign in at the same time, and manage their workspace access later from their own page.
Everyone who works with you has a record under Team > People. A person can be in the directory without signing in, and you can invite them whenever you're ready.
Before you start
- Team must be turned on. See Turn modules on and off.
- Only admins can invite people to sign in.
Add a person
- Go to Team > People.
- Click Add person.
- Fill in their Name. Add their Work email, Team, Job title and Manager if you know them.
- To let them sign in, leave Invite them to Spodus ticked. It needs a work email. They're invited as a Member.
- Click Create.
If the invite fails, the person is still added. A message says the invite didn't send.
Fill in the rest, such as Start date, Employment type, Status and Location, on their page.
Give an existing person access
- Open the person from Team > People.
- Find Workspace access.
- Pick a role in Invite as, then click Invite to workspace.
If they have no work email yet, add one first. Spodus sends the invite to that address, and they keep the same record when they join.
Manage their access
Under Workspace access on their page, admins can:
- Change their role.
- Click Remove access to stop them signing in. Their record stays in People.
- While an invite is waiting, click Resend invitation, Copy invite link or Cancel invitation.
You can't change your own access, or the workspace owner's, from here.