An account manager can add a member to an organization. This can be done from the Members panel.
By clicking on the Add member button the account manager will have access to the ”add new members” form to the organization. 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 and click on the Search button, as showed bellow.
Existing user data
When the new user’s SSN or CPF 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 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 the organization.
New user data inclusion
When the new user’s SSN or CPF 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 should have the following data in hand.
Member’s First Name and Last Name
Member’s Personal Email (one invitation to activate personal account and one to access corporate account will be sent to this address)
Birthday Date
User Gender
Medical Document (if required)
Medical Document Exemption Indication
Click on Next step button to proceed with adding a new member of the organization
Organizational data
The second step is to include the organizational data. You will have to include:
member’s corporate email (an invitation will be sent to this email)
member’s work phone (international format)
access profiles that they are entitled to use
organizational units the member will be associated with
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.