Send Employee Invites
It's important to make sure that you have your entire team onboarded to the PERKS platform! Below is a tutorial video, along with step-by-step instructions, on how to invite an employee to the platform. This is functionality limited to organization "Admins" user roles that have access to the Leadership Portal.
- Log into PERKS platform
- Navigate to the Leadership Portal
- Hover over your profile picture (top-right) and click on "Admin" button next to your company logo
- Click on "Team Management" on left-hand toolbar.
- Click on the "+" button located at the top-right corner of the team roster.
- Input all required information for employee.
- Click "Send Invite"