General: Add a Team Member in RPIS Software
Step-by-step guide to managing your team and adding a new team member.
By Marion Lasfargues
This guide explains how to add a new team member in RPIS.
First, the Company Administrator enters the employee's contact details and role, then assigns them a licence. The employee then receives an email to set up their account.
When this is done, the new team member can start using the software.
Only the Company Administrator can add new team members and, if needed, give them administrator rights. When using RPIS for the first time, the Company Administrator is the person who contacted RPIS, registered the company, and created their account.
1
Once logged in on the RPIS website, click "My company" in the top navigation menu.
2
Select "Manage team" from the dropdown menu.
3
Click "Add Employee" in the upper right corner.
4
Select the desired permission level from the User Roles dropdown menu.
5
Enter the new employee's First Name, Last Name and Email address, then click "Add Employee".
Warning: The process is not yet complete. The new employee has been added to the list of all employees, but they will not receive an account setup email until a licence is assigned to them.
6
In the side panel, click "Assign License".
A success message will appear, and the new employee will immediately receive an email with instructions to set up their RPIS account. The link is only valid for 7 days.
7
Done :)
The employee has been successfully added!