Follow the steps below to add or invite a member:
1. Log in to your Solidroad admin account. Then, click the ‘Settings’ icon in the lower-left corner of the screen.
2. On the Settings page, click the 'Users' tab. Here, you will see the number of active users in your organisation on Solidroad and the 'Invite' tab.
3. Click on the 'Invite' tab and enter the email address of the person you wish to invite as a platform user.
4. To assign a role to the new member, select the desired role from the options available on the same screen.
5. Once you're all set, click the 'Send Invitation' button. You will then receive a confirmation that the invitation has been successfully sent.
6. To check the status of the invitation. Go back to the 'Users' page and click on the 'Invitations' section. You will see a table displaying the status of all invited individuals:
· 1st column: Emails of invited users
· 2nd column: Assigned roles
· 3rd column: Time elapsed since the invite was sent
· 4th column: Current status of the invitation
· 5th column: Option to revoke the invite (click the ellipsis icon)
i. Learner filter – This allows you to filter the table based on the roles assigned to individuals.
ii. All filter - This allows you to filter the table based on the status of the invitations sent to individuals.
7. The new user will receive an invitation email from the Solidroad system. To gain access to the platform, they need to click the 'Accept Invitation' button in the email.
By following these steps, you can easily invite new members to your organisation on Solidroad, manage their roles, and track the status of each invitation to ensure a seamless onboarding experience.
If you have any further questions or need assistance, please refer to our support resources or contact the Solidroad team via the 'Get Help' tab within the platform.
User manual definition of terms:
Admin Account: A user account with administrative privileges that allows management of users, roles, settings, and configurations within Solidroad.
Users Tab: A section within the 'Settings' page where you can view active users in your organisation and access the 'Invite' tab to add new users.
Role: A predefined set of permissions or responsibilities assigned to a user, such as Admin, Manager, or Learner, which determines their access level and actions within Solidroad.
Learner: A user focused on accessing and engaging with educational content, with limited administrative permissions.
Group Lead: A user responsible for managing and monitoring a specific group, with permissions to oversee members but not full administrative control.
Read-Only Admin: A user with administrative access to view all platform content but unable to make changes or manage users.