In this guide, we will walk you through the process of creating employees within the platform. Setting up employees correctly is essential for managing user roles and ensuring the smooth operation of your system. By the end of this tutorial, you’ll know how to add employees, assign roles, and complete their registration efficiently.
Step-by-Step Guide
Starting the Process
To begin, navigate to the "Employees" tab on the left side and click on the orange button in the top right corner.
Entering Employee Information
Enter the first and last name, phone number, and email address.
Choosing Roles
Next, choose from different roles:
Administrators have access to all features of Impactly and can for example anonymize citizens.
Superusers have nearly the same access as administrators but cannot anonymize citizens. But they can create strategies, tags, reports, etc.
Standard Users can collect data and create citizens. This role has the fewest features and is primarily for those in the field collecting data.
Selecting the Role
We will select the administrator role and click "Execute."
Email Invitation
An invitation to Impactly will be sent via email. Check your email.
Opening the Invitation
Open the welcome email and click on the "Get Started" orange box.
Setting Up a Password
Create your password here.
Completion
Once done, the employee is registered.
Verification
In the video, you can now see that Anton Karlsson is registered as an administrator on the project.
Conclusion
Creating employees in Impactly is a straightforward process that involves entering basic information, choosing appropriate roles, and completing email verification. This guide has provided a detailed walkthrough to help you set up your team efficiently. Implement these steps to enable better impact assessment and continuous evaluation of progress and the social impact of your social intervention.
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