Adding staff users

How do I invite staff users?

Navigate to My Organisation
Select the Invite staff button
When the Invite staff modal appears, enter their details and select a role for them.
Select the send button to finalise

This person will receive an invite via email to your INVOLVE organisation.

Which roles should I choose?

Find out more about the different roles and permissions.

Which staff can see programs?

INVOLVE has five tiers of users (staff who log in to INVOLVE), but only two options when it comes to program access: either they have access to all of your organisation's programs, or they are restricted and have access to only selected programs of your choosing.

Billing Owners, Organisation Administrators and Volunteer Managers - access all the organisation's programs and can assign any other staff member to a program.
Program Managers* and Program Coordinators - only access programs they have been assigned to by either an Organisation Administrator or a Volunteer Manager.

* Premium tier plans have the additional Program Manager role

How to assign staff to a program

Select the program from the left-hand sidebar
Navigate to the Overview tab
Locate the box titled Program team
Select the Add a member button
When the modal box appears, select the team from the staff list
Select the Add button at the bottom of the modal to finalise

Assigning Program Coordinators to selected programs

Program Coordinators can only access programs they're assigned to by an Organisation Administrator or a Volunteer Manager. Assigning Program Coordinators can be done in two ways:

From the program's overview tab:

Locate the box titled Program team
Select the Add a member button
When the modal box appears, select the coordinators from the staff list
Select the Add button at the bottom of the modal to finalise

From the organisation's staff list:

Navigate to My Organisation
Select the Staff tab, then select the program coordinator
When the modal box appears, select one or more programs that they can access
Select the Save button at the bottom of the modal to finalise

Note: Only Organisation Administrators and Billing Owners can access the Staff tab. Volunteer Managers can add staff to a program from the program overview tab.