Inviting your team to Loc8 is an important step to establishing quick and effective communication between each person assigned to different roles and licenses in your organisation, be it your internal employees or thrid-party contractors, in office or in field.
This article takes you through the mandatory and optional steps of getting your team onboard.
A few items you'll need at hand to help with adding your workforce:
- A list of 'Which' member should be given 'What' permissions i.e. User licenses and user groups for your staff and their User Group has been identified
- Their work and contact details
- Their preferred work regions (optional)
- If they are working in field, their specialised skillset/trades (optional)
STEP 1 If this is the first time you are creating user profiles, you can use the Getting Started section on your screen as a guide to invite the first person of your workforce.
For subsequent user creations, go to the Workforce workspace.
STEP 2 Allocate the person to a license type that best suits their day-to-day role.
You might want to take a look at what each of these licences can and cannot do, and a bit more about how different is the Contractor license to the User and Technician license, please read Introduction to Workforce.
STEP 3 Fill in the general and company-related details of the person.
If a person under the User license needs to supervise or complete tasks at the customer location, you can make them available for job assignments by enabling the Assignable option.
INFO: If for a User license being Assignable is an option, it is mandatory for Technician and Contractor licenses, so that they always appear in the list of assignees for a job.
Ensure that the person's email address is valid and active one. Loc8 highly relies on the email provided here to send notifications about their jobs and other important event alerts.
Select the user group that best fits the person's requirement and usage on a day-to-day basis.
NOTE: All the steps from here onwards are optional, though they help you complete the profile with detailed information. If you wish, you may fill them later and for now, directly jump to the last step to complete inviting the person to Loc8.
Fill in the contact details, department and position. In Reference, you can enter their employee ID or any label to easily filter or search the person from a pool of workers.
Fill out the social links to the person's social media contacts, if available.
Use Notes to capture any particular information about them.
Tag the person with appropriate work regions so you can view the distribution of your workforce across a map and make smarter selections when assigning jobs. If the required region is not added yet, you can do that right now.
Just go to Settings > Admin settings -> Regions area in a new browser tab and add regions.
This is has been explained in detail in the article, Create Regions and Add them to Workforce for Improved Job Assignments.
Tag the person with appropriate skill set or trades to help you assign them to a job familiar to their work experience. The Trades section is displayed for all technicians, contractors, and also those users whom you have allowed to be assigned to jobs through the Assignable option.
If the required trade is not added yet, you can do that right now. Just go to Settings > Admin settings -> Trades area in a new browser tab and add new trades.
This is has been explained in detail in the article, Create Trades and Add them to Workforce for Improved Job Assignments.
STEP 4 Lastly, go ahead and initiate invitation to join your workforce in Loc8.
Next up, after your workforce accepts the invitation and activates their account, they can start using Loc8 via browser and Loc8 Mobile app, as per their permissions invoked through their allocated license and user group.