Add a New Person & Invite to Register

To add a new team member, follow these detailed steps:

1. Log In: Begin by logging in as an Editor, Administrator, or System Administrator. These roles have the necessary permissions to manage team members.

2. Access the TeamTray Module: Once logged in, you will land in the TeamTray module. This module is designed for team management and is where you can add new people.

3. Add New Person: Click on Add New > Person. This action will take you to the new person creation interface, where you can enter the details for the new person.

4. Enter a Unique Username: In the provided field, enter a unique username. It’s important to ensure that this is a valid email address, as the new team member will need access to it for registration and future communications. Note: Once a username is generated for a person's profile, it cannot be edited.

5. Proceed to the Next Step: After entering the username, click the Next Step button. This will bring up the New Person page, where you’ll need to fill out additional information.

6. Complete Mandatory Fields: On the New Person page, you’ll encounter several fields that must be filled out. Ensure that you provide all required information accurately, as this data is essential for the user's profile and effective communication.

7. Invite the New Person: Make sure to select the Invite [e-mail] to register checkbox. This step is vital because it triggers the email invitation that will allow the new team member to create their login credentials.

8. Create the Person Profile: After filling out all necessary fields and selecting the invitation checkbox, click the Create Person button. This action will successfully create the person’s profile within your PeopleTray account.

9. Email Notification Sent: Once the profile is created, a PeopleTray account confirmation notification will be sent to the new team member’s email address. This email contains important information regarding their account activation.

Email Notification Process

Once the new team member receives the email notification:

1. Navigate to their Inbox: They will need to check their inbox for the PeopleTray account confirmation email, which is sent from [e-mail].

2. Open the Confirmation Email: In this email, they should locate and open the message to find instructions on how to proceed.

3. Create a Password: Within the email, they will find a link labelled Click to create your password. Selecting this link will redirect them to the PeopleTray Create Password login page.

4. Set a Password: Here, they need to enter a new password. The password must include at least 8 characters, one uppercase letter, and one number to ensure security.

5. Confirm the Password: To ensure accuracy, they must re-enter the password in the confirmation field. 

6. Create Password: After entering the new password and confirming it, they should click the Create password button. This action finalises the password setup.

7. Access the Sign In Page: Once the password has been successfully created, they will be redirected to the PeopleTray sign in page, where they can enter their username and new password to access their account.

By following these steps, the new team member will be set up with their PeopleTray account, ready to begin using the platform effectively. This streamlined process not only facilitates a smooth onboarding experience but also ensures that the new user is promptly integrated into the system.