In this article, we will show you the member's journey upon receiving an invite from their communities. Below are the quick guides to follow:
- MEMBERS WITH NO ACCOUNT ONBOARDING JOURNEY
- MEMBERS WITH AN ACCOUNT ONBOARDING JOURNEY
- ADD A MEMBER MANUALLY
MEMBERS WITH NO ACCOUNT ONBOARDING JOURNEY
Step 1: Once the manager sends an invite to the member, the member will then receive an email to accept the invitation (See the photo below)
Step 2: Once the member clicks ‘Accept Invite’, they will then be asked to sign up and fill out the information needed (not all fields are required)
Step 3: Members joining the community will now have the option to set their information whether they allow the Managers to see their information or set it to private. Name, Profile pic, Email address, Mobile number, temperature, and area location are set to required for now.
Step 4: Members will then be presented with a Quick Tour that shows simple PouchPASS information you need to navigate the dashboard.
Step 5: Members may also input their accessory ID but this field is not required.
Step 6: User is now onboarded in the organization’s dashboard
MEMBERS WITH AN ACCOUNT ONBOARDING JOURNEY
Step 1: Once the manager sends an invite to the member, member will then receive and email to accept the invitation (See the photo below)
Step 2: Once ‘Accept Invite’ button is clicked, the member will be asked to login to his/her account
Step 3: Members need to go to Settings
Step 4: Go to Organizations and then click on ‘Invite Request’
Step 5: Click on ‘View Invite’ button
Step 6: A prompt will show and once they click on ‘Accept Invite’ button, the member will successfully be onboarded in the organization dashboard.
ADD A MEMBER MANUALLY
Note: Make sure that your organization has GATEWAYS before adding a member manually in order to capture the member’s data.
Step 1: Click on ‘Add a Member’ button. Admin or Managers will be asked to have the member fill out the form personally.
Step 2: It is important for members to personally agree to PouchPASS Terms and Conditions