How to Invite Additional Staff to your Organization's RiseKit Account

Why does it matter?

Your team thrives on collaboration, and RiseKit was built to enable that collaboration. Any of your colleagues who interact with program participants and/or track participant progress should be on your organization’s RiseKit account. You can get your whole team started in minutes.

Navigation

To access the Staff Directory do the following

Login to your RiseKit account at Staff Portal
Move your mouse toward the left-hand navigation.
You should see links that show the following options
Organization
Chat
Candidates
Resources
Surveys
Click on Organization You should be in the Staff Directory tab. If not, click on Staff Directory in the top left.
Click the + New Staff* button.

Creating New Staff Account

Enter the staff member’s name and work email associated with your organization. Next, you will choose the staff member’s Staff Account Permissions. Select Staff Administrator



After choosing the staff member’s account permissions, select NEXT.

If your organization is using "Teams" to organize staff by region or programs - choose the Team that the staff member works within, and click Next. If you are not using Teams, you will select Next.




Once you've clicked the green NEXT button, your invite message will be on its way. Click anywhere outside the Invite Complete window to exit.



To confirm if a new staff member has claimed their account, go to Staff and review the Start Date to see when or if their account was claimed.



Send this article to your newest staff member to help them with their next steps on RiseKit: How to Claim your new Staff Account on RiseKit
Pro Tip: If your team is running into trouble with RiseKit's invites ending up in spam/junk folder, you can add RiseKit's address to your company's Allow List (aka white list) RiseKit's address: Learn More. You can view RiseKit's Knowledge Based Article on allow listing RiseKit.co

Updated on: 31/01/2024