How To Add A New Team Member

When an employee is added to the system that employee will receive an email invitation to create an account. The employee’s entry data will be tracked once they are added, even if they never accept the invitation.

There are two methods to add an employee. The first way can be done pro-actively by people with the roles of Owner, Billing Liaison and Manager. However, if an employee tries to enter a facility and does not have an account, the Temperature Taker can add the employee.

Instructions

Method 1 - Adding an Employee in advance

  1. Click on Teams

     

  2. Click on Add New Team Member

     

  3. When the New Invitation modal appears fill out the Employee’s first and last name, their email address, phone number, department, role and facility location

 

Method 2 - Adding an Employee as they enter the facility

 

  1. Click on Scan Temperatures

 

2. Next click on New Employee

 

3, When the New Invitation modal appears fill out the Employee’s first and last name, their email address, phone number, department and facility location. Note that Temperature Takers can only enter an Employee in the system. If a Manager enters, they can get set up as an Employee but can their role can be updated by any other Manager