13. Invite a Team Member

Open the person’s profile and choose Invite to portal.

Check before sending

• the email address;

• the role shown in the invitation;

• the legal status;

• the next scheduled assignment;

• the compensation agreement;

• the agreement, if it is required before the start.

Preview the portal first

Use View as volunteer to check the portal safely in read-only mode. Send the invitation only after the details are correct.

The team member then signs in using the temporary code included in the invitation.