Create profiles for other people

Create profiles for new team members.

Team leaders and administrators can create profiles for individuals within their organization. This approach is particularly beneficial for smaller teams or those that adhere to strict profile standards. For larger teams, it is easier to send invitations to individuals, allowing them to create their own profiles.

Manually creating a large number of profiles can be time consuming and requires all necessary information for each profile to be readily available. Certain fields are mandatory, so ensure the profile creator is equipped with all the required information before starting the process.

If you choose to use this method, create all administrator and team leader profiles first. This simplifies the process of establishing the correct team hierarchy when adding team members later.

  1. On the Settings page, select the "Manage Team" tile.
  2. In the Add/Edit Team Members dropdown menu, select either "Create team leader" or "Create team member", depending on the role of the person you are adding.

    If you are creating an administrator profile, select "Create team leader".

  3. Select a License type for the user.

    For most users, select "Standard". If your company has purchased additional flexible seats, select "Flexible" if you want to this user to occupy one of those seats.

    Note: Flexible seats are specifically for part-time or seasonal team members and are charged monthly at a small premium to supplement your standard seats. You can activate and deactivate profiles using flexible seats according to your specific needs.
  4. Enter the user's basic profile information:
    • First Name and Last Name
    • State or country where they work
    • Profile description that provides some information about the user
  5. Click Upload Image, then select a picture to use as the user's Profile Image.

    Profile images must be in PNG, JPEG, TIFF, or BMP format.

  6. If this profile is for an administrator, turn on the Company admin switch.
  7. Enter the name of the user's Team Leader.
    Team members report to team leaders. Typically, team leaders report to admins, but they can report to another team leader, instead.
  8. Select one or more channels the user will use to interact with customers (Phone, Chat, or Email).
  9. Select the Employment status of the user.
  10. Enter the user's Email address.

    This will be used to deliver system notification emails, including multi-factor authentication codes.

  11. Optional: Enter values for any of the following, if needed:
    • Hometown — The user's place of residence
    • Employment status — Full-time, Part-time, or Temp
    • Start Date — The date the user started (or will start) working at your company
    • Employee Location — The employee's country (used for automatic group membership changes)
    • Employee ID — The employee's ID number in your organization
  12. Click Create.
The profile is now active and available to the user.