To work together, you need to add colleagues to a project as team members. For example, an assessor or a person responsible for a work location. This article explains how to add these people.
What do you need?
You need an account with the Organisation management permission group.
Go to the Project you want to add a colleague to
In the menu on the left, under the heading Administration, choose Team
On the right, choose the purple Add team member button
Select the account(s) you want to link to your project
There are two settings you can choose from here:
Send a notification to the added members – the selected accounts receive an email from WorkpassID stating that they have been linked to a new project
Activate account of selected members if inactive – if an account is not active, it is reactivated now
Then choose Add selection
Is the person you are looking for not shown in the list of people you can link to the project? There may be two reasons for this.
This person does not have a WorkpassID account yet
This person does have an account, but the account is not yet linked to the Organisation