Inviting your team
Put your people on People, invite those who will sign in, give each a role, and staff a project.
Everyone who works on your projects belongs on People: that is how their hours are planned and priced. Signing in is a separate step, an Ocean ID invitation, and a role decides what they see.
Add a person
- Open Setup › People › People and choose New employee.
- Fill in who they are: Full name, Work email (needed to invite them later), Employee number (automatic) and Starts on. Then where they sit: Position, Reports to and Org unit.
- Choose Add. Setting their pay comes next.
Invite them to sign in
- Open the person and choose Invite to sign in. To invite several at once, go to Setup › Access › Users and choose Invite people.
- Pick their Role, and Where the role applies: The whole company or Only some projects.
- Choose Send invite.
Ocean ID emails them a link to set a password, and the role is theirs from their first sign-in. Someone who already has an Ocean ID gets no email: the role is there the next time they sign in. An invitation can be resent or cancelled from Users.
A person who signs in with no role sees nothing until they are given one.
Put them on a project
On the project’s Team tab, choose Assign, then the person and their part on the project: Lead, Member or another. Only people on a project’s team can be given its tasks, and its Leads receive the project’s notices, such as a document running out.
Project Resources
Your plan counts Project Resources: everyone on People who has not left, whether or not they sign in. Business includes 25, Professional 50, and each Resource Pack adds 10.