Follow these steps to create and manage teams on OVIN Learn.
Adding new team members
Both leaders and managers can add members to their team, either individually or in bulk.
- Click your name/profile picture in the top navigation menu.
- Select “Team dashboard” from the dropdown menu.
- Select “Members” from the left sidebar menu.
- Scroll down to the “Team members” section.
- To add an individual team member, select “Add member.” Enter the required information (at minimum: name, email and permissions level) and click “Send invite.”
- To add multiple team members at once, select “Bulk upload.” In the pop-up window, click the template link to download a CSV file that you can populate with required information (at minimum: name, email and permissions level). Once ready, upload your CSV and select “Validate file.”
- A pop-up will confirm the successful upload of CSV data.
Creating invite links
Leaders and managers can also generate a unique link and have employees fill in their details for approval.
- Click your name/profile picture in the top navigation menu.
- Select “Team dashboard” from the dropdown menu.
- Select “Members” from the left sidebar menu.
- Scroll down to the “Team members” section.
- Under “Company invite links,” select “Create invite link.”
- Set the permission level to leader, manager or employee and click “Create link.” (Please note: The same permission level will be applied to all users who sign up through this link.)
- A pop-up window will open with a unique invite link. Select “Copy link” and send this link to your employees.
- You can view pending invites in the “Team members” section.
Managing requests to join a team
Individuals who sign up via invite link will need to be approved by a manager before their request is finalized.
- Click your name/profile picture in the top navigation menu.
- Select “Team dashboard” from the dropdown menu.
- Select “Members” from the left sidebar menu.
- Scroll down to the section titled “Requested to be on your team.”
- Select the checkbox to the left of the requester’s name and either approve or reject the request.
Removing team members
- Click your name/profile picture in the top navigation menu.
- Select “Team dashboard” from the dropdown menu.
- Select “Members” from the left sidebar menu.
- Scroll down to the “Team members” section.
- Click “Remove member.”