Registration, Password Set Up, Inviting Team Members, Reviewing Organization Details
Registration & Password Set Up
Your company’s account owner will receive an email from talentmarketplace@ideal.com inviting them to complete registration for the Ideal customer portal and create a password. This is the hub where your team will manage shift requests, time approvals, and billing.
Getting Started
During onboarding your customer success manager has gathered information about your company to use in shift postings such as branding or language that will appear in an “about us” section of every shift. If you are an account owner or an admin, you can review this information by clicking on your organization name in the bottom right corner of the customer portal home page and selecting “administrator dashboard” then “edit” by your organization name. If you’d like to modify information displayed on your posts such as about us, company name, or billing information please contact support
Invite your team & choose their roles (permissions profile)
Get the most out of Ideal when you invite team members to collaborate with you.
When Ideal is with your people on the ground, they’ll be able to tap into our talent when it matters most
- Is there a cost to add team members?
Team members invited to the account come at no extra cost! - Is there a limit to each role being assigned?
There is no limit to the amount of team members you can assign as an admins, hiring managers, or supervisors.
What access and permissions does each role have?
- Admin, Hiring Manager, Supervisor - Have the most flexibility and access within the Ideal portal across select work locations or all work locations. All of 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.
As part of our commitment to providing a personalized experience, your Customer Success Manager has gathered valuable information about your company to enhance shift postings, including branding and language for the "About Us" section. Here's how you can review and, if needed, modify this information If you are an account owner or an admin
Customer Success & Support
At Ideal, we want to emphasize that technology cannot replace the valuable connections we build with our customers.
We are in the midst of launching a best-in-class future of work solution for your business, however, during this initial charter phase we plan to provide white glove service and operation of the platform for the following situations: anything!