An As an account manager you can add a member to an organization. This can be done from the Members panel.
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By clicking on the Add member button the account manager you will have access to the ”add new members” form to the organizationmember”. The first step to add a member is to search for a user by the identification document for personal data. In the case of the USA, the document is the SSN. Enter the new member’s document via his user ID and click on the Search user button, as showed bellowshown below.
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Adding an existing user
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If a user with that ID already exists in the system, the portal will skip the first step of adding personal data, as it is already part of the portal database. The account manager You will only be able to view the user’s first and last name at this time. Click on the Next step button to proceed with adding a new member of for the organization.
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Adding a new user
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If a user’s ID does NOT exist in the system, the portal will go to the first step of adding personal data, as it is not yet part of the portal database. The account manager You should should have the following data in hand.
Member’s User’s First Name and Last Name
Member’s User’s Personal Email (one an invitation to activate his personal account and one to access his corporate account will be sent to this address)
Birthday Date
User Gender
Medical Document (if required)
Medical Document Exemption Indication
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Click on Next step button to proceed with adding a new member of the organization
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member’s corporate email (an invitation will be sent to this email)
member’s work phone (please use international format)
access profiles that they are entitled to use
organizational units the member will be associated with
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Click Confirm and Save and you will be taken back to the Members panel where the new member will show in a PENDING status card.
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ATTENTION - Three emails will be sent in this step
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