Create and manage a team - Revision history

Admin at 13:59, 14 August 2024

2024-08-14T13:59:02Z

← Older revision		Revision as of 13:59, 14 August 2024
Line 29:		Line 29:
	</div>		</div>
	<h1 id="invite-teammates-to-your-organization">Invite teammates to your organization</h1>		<h1 id="invite-teammates-to-your-organization">Invite teammates to your organization</h1>
			<p class="no-margin">
			'''Video tutorial''' on how to add users [[File:Youtube-Logo.png\|link=https://www.youtube.com/watch?v=_xBAsswcz1w]]</p>
	:1. Go to your [https://secure.simplymeet.me/organization/ organization settings].		:1. Go to your [https://secure.simplymeet.me/organization/ organization settings].
	:2. Click <strong>Add teammates </strong>button.		:2. Click <strong>Add teammates </strong>button.

Admin at 10:43, 8 August 2023

2023-08-08T10:43:46Z

← Older revision		Revision as of 10:43, 8 August 2023
Line 8:		Line 8:
	In the 14-day trial, you can test those features for free within Professional plan and invite more teammates. When the trial expires you can keep your subscription and be automatically charged for the selected items or, if you cancel the subscription, your account downgrades to a single user (Individual plan), and you won't be able to use the organization features.		In the 14-day trial, you can test those features for free within Professional plan and invite more teammates. When the trial expires you can keep your subscription and be automatically charged for the selected items or, if you cancel the subscription, your account downgrades to a single user (Individual plan), and you won't be able to use the organization features.
	</p>		</p>
			<p class="no-margin">
			'''Video tutorial''' [[File:Youtube-Logo.png\|link=https://youtu.be/kNnHxToyyJc]]</p>
	<h1 id="create-an-organization">Create an organization</h1>		<h1 id="create-an-organization">Create an organization</h1>
	:1. Go to [https://secure.simplymeet.me/organization/ Organization].		:1. Go to [https://secure.simplymeet.me/organization/ Organization].

Admin at 14:20, 23 November 2021

2021-11-23T14:20:51Z

← Older revision		Revision as of 14:20, 23 November 2021
Line 9:		Line 9:
	</p>		</p>
	<h1 id="create-an-organization">Create an organization</h1>		<h1 id="create-an-organization">Create an organization</h1>
	:1. Go to [https://~~app~~.simplymeet.me/organization Organization].		:1. Go to [https://secure.simplymeet.me/organization/ Organization].
	:2. Click <strong>Create Organization </strong>button.		:2. Click <strong>Create Organization </strong>button.
	<div class="intercom-container">		<div class="intercom-container">
Line 27:		Line 27:
	</div>		</div>
	<h1 id="invite-teammates-to-your-organization">Invite teammates to your organization</h1>		<h1 id="invite-teammates-to-your-organization">Invite teammates to your organization</h1>
	:1. Go to your [https://~~app~~.simplymeet.me/organization organization settings].		:1. Go to your [https://secure.simplymeet.me/organization/ organization settings].
	:2. Click <strong>Add teammates </strong>button.		:2. Click <strong>Add teammates </strong>button.
	:3. Type in your teammate's email addresses separated by a comma or newlines.		:3. Type in your teammate's email addresses separated by a comma or newlines.

Admin at 14:40, 16 November 2021

2021-11-16T14:40:28Z

← Older revision		Revision as of 14:40, 16 November 2021
Line 6:		Line 6:
	</p>		</p>
	<p class="no-margin">		<p class="no-margin">
	In the 14-day ~~free~~ trial, you can test those features for free and invite ~~one~~ more teammates. When the trial expires, your account downgrades to a single user, and you won't be able to use the organization features.		In the 14-day trial, you can test those features for free within Professional plan and invite more teammates. When the trial expires you can keep your subscription and be automatically charged for the selected items or, if you cancel the subscription, your account downgrades to a single user (Individual plan), and you won't be able to use the organization features.
	</p>		</p>
	<h1 id="create-an-organization">Create an organization</h1>		<h1 id="create-an-organization">Create an organization</h1>

Admin at 12:53, 18 October 2021

2021-10-18T12:53:35Z

← Older revision		Revision as of 12:53, 18 October 2021
Line 1:		Line 1:
	<p class="no-margin">		<p class="no-margin">
	SimplyMeet.me lets you create your organization and invite multiple teammates so you can manage your whole team from one place.		SimplyMeet.me lets you create your organization and invite multiple teammates so you can manage your whole team from one place.
	~~</p>~~
	~~<p class="no-margin">~~
	</p>		</p>
	<p class="no-margin">		<p class="no-margin">
Line 8:		Line 6:
	</p>		</p>
	<p class="no-margin">		<p class="no-margin">
	~~</p>~~		In the 14-day free trial, you can test those features for free and invite one more teammates. When the trial expires, your account downgrades to a single user, and you won't be able to use the organization features.
	~~<p class="no-margin">~~
	In the 14-day free trial, you can test those features for free and invite one more ~~teammate~~. When the trial expires, your account downgrades to a single user, and you won't be able to use the organization features.
	~~</p>~~
	~~<p class="no-margin">~~
	</p>		</p>
	<h1 id="create-an-organization">Create an organization</h1>		<h1 id="create-an-organization">Create an organization</h1>
	~~<ol>~~		:1. Go to [https://app.simplymeet.me/organization Organization].
	~~<li>~~Go to [https://app.simplymeet.me/organization Organization].~~</li>~~		:2. Click <strong>Create Organization </strong>button.
	~~<li>~~Click <strong>Create Organization </strong>button.~~</li>~~
	~~</ol>~~
	<div class="intercom-container">		<div class="intercom-container">
	[[File:~~Create~~ organization ~~invite~~.png\|1200px\|center]]		[[File:Simplymeet create organization path.png\|1200px\|center]]
	</div>		</div>
	<p class="no-margin">		<p class="no-margin">
	3. Fill in your organization details, name, welcome message, upload logo and more.		:3. Fill in your organization details, name, welcome message, upload logo and more.
	</p>		</p>
	<p class="no-margin">		<p class="no-margin">
	4. Click		:4. Click <strong>Create</strong> button.
	<strong>Create</strong> button.
	~~</p>~~
	~~<p class="no-margin">~~
	~~</p>~~
	~~<p class="no-margin">~~
	~~The organization will create, and it will assign you the owner role.~~
	~~[[User roles\|Read more about User roles.]]~~
	</p>		</p>
	<p class="no-margin">		<p class="no-margin">
			:The organization will create, and it will assign you the owner role. [[User roles\|Read more about User roles.]]
	</p>		</p>
	<div class="intercom-container">		<div class="intercom-container">
	[[File:~~Organization owner~~.png\|1200px\|center]]		[[File:Simplymeet organization and users.png\|1200px\|center]]
	</div>		</div>
	~~<p class="no-margin">~~
	~~</p>~~
	~~<p class="no-margin">~~
	~~</p>~~
	<h1 id="invite-teammates-to-your-organization">Invite teammates to your organization</h1>		<h1 id="invite-teammates-to-your-organization">Invite teammates to your organization</h1>
	~~<ol>~~		:1. Go to your [https://app.simplymeet.me/organization organization settings].
	~~<li>~~Go to your [https://app.simplymeet.me/organization organization settings].~~</li>~~		:2. Click <strong>Add teammates </strong>button.
	~~<li>~~Click <strong>Add teammates </strong>button.~~</li>~~		:3. Type in your teammate's email addresses separated by a comma or newlines.
	~~<li>~~Type in your teammate's email addresses separated by a comma or newlines.~~</li>~~		:4. Click <strong>Add teammates </strong>button<strong>.</strong>
	~~<li>~~Click <strong>Add teammates </strong>button<strong>.</strong~~> </li>~~
	~~</ol~~>
	<div class="intercom-container">		<div class="intercom-container">
	[[File:~~Add teammates~~.png\|center]]		[[File:Simplymeet add users popup.png\|1200px\|center]]
	</div>		</div>
	<p class="no-margin">		<p class="no-margin">
			:5. Invited teammates will receive email invitations.
	</p>		</p>
	<p class="no-margin">		<p class="no-margin">
	~~5. Invited teammates will receive email invitations.~~		:Invited teammates get <strong>Member</strong> role with status <strong>pending</strong>, by default.
	~~</p>~~
	~~<p class="no-margin">~~
	~~</p>~~
	~~<p class="no-margin">~~
	Invited teammates get
	<strong>Member</strong> role with status <strong>pending</strong>, by default.
	~~</p>~~
	~~<p class="no-margin">~~
	~~</p>~~
	~~<p class="no-margin">~~
	~~Once the invitation is accepted, the status of the user will change from~~
	~~<strong>pending </strong>to <strong>active.</strong>~~
	</p>		</p>
	<p class="no-margin">		<p class="no-margin">
			:Once the invitation is accepted, the status of the user will change from <strong>pending </strong>to <strong>active.</strong>
	</p>		</p>
	<p class="no-margin">		<p class="no-margin">
	The paid subscription gets assigned to the teammates once they confirm the invitation to join your organization.		:The paid subscription gets assigned to the teammates once they confirm the invitation to join your organization.
	</p>		</p>

Admin at 11:19, 18 October 2021

2021-10-18T11:19:58Z

← Older revision		Revision as of 11:19, 18 October 2021
Line 16:		Line 16:
	<h1 id="create-an-organization">Create an organization</h1>		<h1 id="create-an-organization">Create an organization</h1>
	<ol>		<ol>
	<li>Go to [https://app.~~harmonizely~~.~~com~~/organization Organization].</li>		<li>Go to [https://app.simplymeet.me/organization Organization].</li>
	<li>Click <strong>Create Organization </strong>button.</li>		<li>Click <strong>Create Organization </strong>button.</li>
	</ol>		</ol>
Line 46:		Line 46:
	<h1 id="invite-teammates-to-your-organization">Invite teammates to your organization</h1>		<h1 id="invite-teammates-to-your-organization">Invite teammates to your organization</h1>
	<ol>		<ol>
	<li>Go to your [https://app.~~harmonizely~~.~~com~~/organization organization settings].</li>		<li>Go to your [https://app.simplymeet.me/organization organization settings].</li>
	<li>Click <strong>Add teammates </strong>button.</li>		<li>Click <strong>Add teammates </strong>button.</li>
	<li>Type in your teammate's email addresses separated by a comma or newlines.</li>		<li>Type in your teammate's email addresses separated by a comma or newlines.</li>
Line 74:		Line 74:
	</p>		</p>
	<p class="no-margin">		<p class="no-margin">
	The ~~Pro~~ subscription gets assigned to the teammates once they confirm the invitation to join your organization.		The paid subscription gets assigned to the teammates once they confirm the invitation to join your organization.
	</p>		</p>

Admin at 12:07, 20 August 2021

2021-08-20T12:07:26Z

← Older revision		Revision as of 12:07, 20 August 2021
Line 1:		Line 1:
	<p class="no-margin">		<p class="no-margin">
	~~Harmonizely~~ lets you create your organization and invite multiple teammates so you can manage your whole team from one place.		SimplyMeet.me lets you create your organization and invite multiple teammates so you can manage your whole team from one place.
	</p>		</p>
	<p class="no-margin">		<p class="no-margin">

Admin: Created page with "
Harmonizely lets you create your organization and invite multiple teammates so you can manage your whole team from one place.

2021-08-13T13:52:27Z

Created page with " Harmonizely lets you create your organization and invite multiple teammates so you can manage your whole team from one place. 
Harmonizely lets you create your organization and invite multiple teammates so you can manage your whole team from one place.




Note: To use the team features, you must purchase at least two seats in your organization.




In the 14-day free trial, you can test those features for free and invite one more teammate. When the trial expires, your account downgrades to a single user, and you won't be able to use the organization features.



<h1 id="create-an-organization">Create an organization</h1>
<ol>
<li>Go to [https://app.harmonizely.com/organization Organization].</li>
<li>Click Create Organization button.</li>
</ol>
<div class="intercom-container">
[[File:Create organization invite.png|1200px|center]]
</div>

3. Fill in your organization details, name, welcome message, upload logo and more.


4. Click
Create button.




The organization will create, and it will assign you the owner role.
[[User roles|Read more about User roles.]]



<div class="intercom-container">
[[File:Organization owner.png|1200px|center]]
</div>




<h1 id="invite-teammates-to-your-organization">Invite teammates to your organization</h1>
<ol>
<li>Go to your [https://app.harmonizely.com/organization organization settings].</li>
<li>Click Add teammates button.</li>
<li>Type in your teammate's email addresses separated by a comma or newlines.</li>
<li>Click Add teammates button. </li>
</ol>
<div class="intercom-container">
[[File:Add teammates.png|center]]
</div>



5. Invited teammates will receive email invitations.




Invited teammates get
Member role with status pending, by default.




Once the invitation is accepted, the status of the user will change from
pending to active.




The Pro subscription gets assigned to the teammates once they confirm the invitation to join your organization.