When the organization has been set up it is important to add your licensed staff onto Blerter. Complete their details so they receive a welcome email, allowing them to set up a profile and join the business.
Dependent on your organizations structure you may choose to add all the events first and assign staff members once this is complete. Alternatively you may choose to add your team members first so that they can add the events they manage themselves as they learn how to use Blerter. At Blerter we recommend the first option as this gives your staff time to become more comfortable with the app, ultimately increasing efficiencies within your organization.
Add Staff Members to Organization
1. Browse to the home page by selecting Blerter in the top left corner
2. From My Organizations select the correct organization
3. Select Staff on the left side
4. Select Invite on the right
5. Complete all correct details (For more information on Staff Permissions)
6. Optional step: The last two fields allows you to add staff members to an existing event during the invite process
7. Validate and Send
How many staff you can add to your Organization will depend on the amount of licenses you have purchased.
Once your invites are sent they will receive an automated email with the subject line ‘Blerter - You’ve received an invitation to join’ with instructions on how to set up their account and complete their profile. They will also receive instructions on how to set up their respective events, which as the organization administrator you will have full access to view and manage as required. Your list can also be uploaded from a spreadsheet, please download the template to ensure the proper format is followed for a successful implementation.
Remember, make sure your users check their SPAM/junk mail if they haven’t received a Blerter email, and mark support@blerter.com as a friendly contact!
Add Organizational Staff Members to an Event
First ensure the event has been created - Instructions on creating your first Event
1. Browse to the Team page on the left
2. Select Add from Organization to the right
3. Select the staff member - assigning Job Title and Role
4. Select Add Existing Staff Member at the bottom to repeat as required
5. Select Save to the right
Once your invites are sent they will receive an automated email with the subject line ‘Blerter - You’ve received an invitation to join’ with instructions on how to set up their account and complete their profile. Once they have set up their account details they will be automatically connected to their specified events. Your list can also be uploaded from a spreadsheet, please download the template to ensure the proper format is followed for a successful implementation.
Remember, make sure your users check their SPAM/junk mail if they haven’t received a Blerter email, and mark support@blerter.com as a friendly contact!