Employees and Invitations

Employees and invitation in Business App

An overview of the employees and invitations that are linked to your organization, you can view and manage existing employee cards data & activity and track your organization's pending invitations.

Invite Employees

You can invite your employees to join your organization on 1Me business, You need to specify one of your card templates to each invitation and the recipient will create their card following the specified template settings.

  1. Employees will receive an email with a unique corporate ID.
  2. Employees should enter the ID in 1Me mobile app.
  3. Employees will be able to create their corporate card.

How to Invite Employees Manually?

  1. Click on Invite
  2. Click 'Add More' in case you need to add more than one employee at a time.
  3. Input your employees' data in this form. Ensure that at least one card template exists before proceeding.
  4. Click 'Send Invitations'

Invite Employees through Import from Excel

Upload an Excel file with your employees data then define the required data in the table below.

How to Invite Employees through Import from Excel

  1. Download the temple excel sheet from below and fill your employees data in it's specific columns.
  2. Input your employees' data in this sheet
  3. Upload the excel sheet again after filling your employees data.
  4. Click on Send Invitations

Pending Employees 

After sending invitations to your employees, they will appear by default in the 'Pending Employees' tab. In this tab, you can perform various actions for your employees.

Change Template  

You have the option to change the card template for employees by selecting one or more employees and taking the action to change the template.

  1. Navigate to 'Pending' tab
  2. Select one or more employee to take action
  3. Click on 'Change Template'
  4. Choose new Template
  5. Click Proceed

Resend Invitation

If you need to remind your employees about the invitation, you can resend it. This action can be done individually or in bulk, triggering the system to resend the email invitation to the respective employees.

  1. Click on icon that resend invitation for individual action
  2. Click on Proceed
  1. Select one or more employee to take bulk action
  2. Click on 'Resend Invitation'
  3. Click Proceed

Export Data

You have the capability to export employee data in an Excel sheet, whether it be for one or more employees.

  1. Select one or more employee
  2. Click on Export Data
  3. Click Proceed
  4. Check downloaded attachment (excel sheet)

Delete

You can delete pending employees from your organization. This action can be performed either individually or in bulk.

  1. Click on trash icon to delete individual employee
  2. Click Proceed
  1. Select one or more employee to take action
  2. Click on Delete action
  3. Click Proceed

Update Employee

You have the ability to update employee information, including work email, name, phone number, and more.

  1. Click on update icon for the employee whose information need to update
  2. Start update information that you need
  3. Click on 'Proceed'

Accepted Employees 

After sending invitations to your employees and having them accept the invitation through the 1Me mobile app, you can find them in the 'Accepted Employees' tab.

Change Template

You have the option to change the card template for employees by selecting one or more employees and taking the action to change the template.

  1. Navigate to 'Accepted' tab
  2. Select one or more employee to take action
  3. Click on 'Change Template'
  4. Choose new Template
  5. Click Proceed

Unlink

In the event that you need to unlink or disassociate an employee from your organization, you can perform this action individually or in bulk.

  1. Click on the Unlink icon if you need to take individual action
  2. Click Proceed
  1. Select one or more employees if you need to take bulk action
  2. Click on Unlink button
  3. Click Proceed

Note: Employees who are unlinked will be moved to the 'Unlink' tab.

Export Data

You have the capability to export employee data in an Excel sheet, whether it be for one or more employees.

  1. Select one or more employee
  2. Click on Export Data
  3. Click Proceed
  4. Check downloaded attachment (excel sheet)

Update Employee

You have the ability to update employee information, including work email, name, phone number, and more.

  1. Click on update icon for the employee whose information need to update
  2. Start update information that you need
  3. Click on 'Proceed'

Demote or Promote Employee (Change Role)

The default role for any employee is the Employee role. You have the option to promote an employee to the Admin role or demote an Admin to the Employee role.

The Admin Role: grants employee the privilege to sign in to your organization and perform actions similar to your own.

  1. Click on three dots icon
  2. Click on 'Change Role'
  3. Click on 'Proceed'

Copy Employee Card Link

If you need to view an employee card, you can copy the card link and paste it into your browser to display their card

Unlinked Employees 

When you unlink or disassociate an employee, they will be displayed in the 'Unlinked' tab. From there, you have the option to delete them from your organization, and this action can be performed either individually or in bulk.

  1. Click on trash icon to delete
  2. Click on 'Proceed'
  1. Select one or more employee to make bulk action
  2. Click on Delete
  3. Click Proceed

Was this article helpful?

Business Card Templates
Business Contacts