In addition to supporting your workers, Fountain WX makes it easy to manage the rest of your team. Invite your coworkers to the platform to help build out and manage workers, flows, groups, and more.
Inviting Co-workers
To begin managing your team, go to the Settings page and select the Team option.
This page is where you can view and manage your team members, including inviting new coworkers. To do so:
Click the Invite button in the top right corner
In the pop-up that appears, enter the email address of the coworker you want to invite
Click on the Invite button to send them an email with a link to sign up for Onboard
Managing Team Members
Once you have invited coworkers to join your team, you can manage them effectively using the Team page. Here are some key features that Fountain Onboard offers for managing team members:
View team member details: On the Team page, you can quickly see key information about each team member, such as their role and when they were last active on the Onboard app.
Remove team members: If a team member no longer needs access to Fountain Onboard, you can remove them from your team. On the Team page, locate the team member you wish to remove, click the More Options button (three dots), and click on the "Remove" button next to their name.
By following these steps and utilizing the features provided by Fountain WX, you and your team can work together to seamlessly support your workforce.
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