We understand the importance of having a seamless process for adding team members on the customer portal. Below are step by step instructions:
- Navigate to Account Settings: From any screen on the customer portal, click on your name in the bottom left corner. Select “Account Settings”
- Go to Team Members: In the “Team Members” tab, select + New Team Member in the upper right-hand corner.
3. Enter Team Member Details: Enter team member’s business email, first and last name.
4. Choose Role: Select Role from drop down menu. All roles can add new locations and jobs, post and edit shifts, approve timesheets and add team members , and view your organization's account information.
5. Location Access: Give user access to all locations or select specific locations by checking the box beside the location name.
6. Send Invitation: Select “Send Invitation” in the upper right-hand corner.
7. Confirmation Email: Your team member will receive an email from talentmarketplace@ideal.com to set up (reset) their password on the portal website. Logins will always be your business email address.
8. Troubleshooting: If team members do not receive the email within 10 minutes (and have checked their junk folder), kindly instruct them to reach out to customersupport@ideal.com for assistance. We’re here to help and can resend invitation if needed.
What access and permissions does each role have?
- Admin, Hiring Manager and Supervisor - These roles can add new locations and jobs, post and edit shifts, approve timesheets and add team members , and view your organization's account information. Access to locations can be restricted when adding a team member. Please contact customersupport@ideal.com if you need to make changes to team member's location access.
- User permissions by role are coming soon!