Invite a collaborator to the platform
How do I invite a collaborator to the platform ?
On the Wiin.io platform, you can invite collaborators on a platform-wide basis. To do so, access the administrator area,
- Click on the “Accounts” menu, then on the “Invite a team member” button.
- You have two options : send a single invitation or a group invitation.
For a single invitation
- Click on the “Single invitation” button.
- Then enter the e-mail address of the person you wish to invite, select their role, and click on the “Invite” button.
The collaborator will then receive an e-mail and will have to click on the link in this e-mail to access the platform.
- Once the collaborator has been invited, he/she will need to be assigned a program(s). To do this, click on the collaborator's name, then on “Associated programs”, and finally on “Program”, which will give you access to the list of programs available on the platform.
- You will then see the list of programs available on your platform. Click on the program(s) you wish to assign to the employee.
Once the program(s) to be assigned to the collaborator have been chosen, he/she will need to be assigned a workgroup on the selected program(s).
What are the workgroups on the platform?
There are three workgroups on the platform :
- The manager : Manages one or more programs assigned to them. Their role may involve managing files, responding to candidates via messaging, making changes to the program, or configuring email templates for candidates.
- The evaluator : They can only access the files that you share with them. Their role is to review and rate files according to a rating grid configured by the managers.
- The observer : They can only access the files that you share with them. Their role is therefore simply to review the files; they cannot rate them.
To find out more about collaborator roles, see our article on The different collaborator's roles
For a group invitation
- Click on the “Group invitation” button.
- Select the collaborator role, language, and workgroup, then click the “Following” button.
- You will then see a list of programs available on your platform. Click on the program(s) you want to assign to your employees and click on the “Following” button.
- Enter the email addresses of the people you want to invite, then click the “Following” button.
- Finally, a summary interface shows you the email addresses entered, the role selected, and the program(s) selected. To confirm the invitation, click on the “Invite” button.
By clicking on an employee, you can :
- Update your role (change from collaborator to administrator) by clicking on the “Edit” button.
- Select the new role, then click “Save.”
Please see the article on :
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