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This article will help you if you have the following questions:

- How to invite someone to join the program via email?
- How to invite multiple people to join the program via email?
- How to publically display updated information on the challenge?
How to create teams?
How to edit and manage teams?
How to remove someone from the program?

 


 

How to invite someone to join the program via email?

1. Go to the People tab.

2. Click Invite a member.
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3. Add the email of the person you would like to invite.

4. Click Send the Private Invitation to send an invitation via email.
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How to invite multiple people to join the program via email?

1. Go to the People tab.

2. Click Invitation link.
img-12.png

3. Copy a link to share via email with many people. Note that you can share either link.
img-13.png



How to publically display updated information on the challenge?

1. Go to the People tab.

2. Click Public page.
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3. Click Copy to clipboard to copy a link to paste in an email to share.

4. Click Open to view the Public page.
img-15.png

The Public page shows up-to-date information on the program. We recommend displaying this page on a television or computer screen in your office for your employees to check daily.

img-16.png



How to create teams?

1. Click on the People tab.

2. Click Create a team.
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3. Create a team name.

4. Upload a team photo or logo that is 256 x 256 pixels and in a square format.

5. Click Create this team.
img-18.png


How to edit and manage teams?

1. Go to the People tab.

2. Click on Edit.
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For each team, you have the following options:

  • You can search for an existing member of your program on any team.
  • Click Add a member to invite one person to join a specific team by sending an automatic email invitation.
  • Click Invitation Link to provide a link you can copy and share via email with many people to join a specific team.
  • Click Edit to update the team name, custom logo, or picture.
  • Click Show Members to show a list of current members on a specific team.

img-20.png


How to remove someone from the program?

1. Go to the People tab.

2. Click the grey X.
img-21.png

3. Click Confirm.
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The member will be removed from the Dashboard program.

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