Add Team Members to Develop
Updated
by
Amy Thomas
You can set your Develop account to allow all users to add new team members or restrict this to certain groups or people, such as managers, team leaders or admin users.
From the Home and Team Profile pages
If all users are allowed to add new team members, they can send the invitation from several locations within Develop. From their Home page, they simply need to click Invite Member in the My Teammates section. If they are on their team's profile page, they can click Invite at the top of the page or Invite new member from the Team Members section.
If only team leaders, managers and admins may invite new team members, only admin users and those who are designated as the leader of a team will see these buttons.
From the Admin Console
As an admin user, you can also add new team members from within the Admin Console.
- Click Admin Console in the top menu and go to the People tab.
- Click Add people.
- There are four options for inviting new team members.
Invite people via email
Use this option to invite individual team members by sending them an email with their login details.
- Enter the email address of each new user to be invited to your Develop account. Each address will need to be added individually.
- Click Send Invite. Each new user will be sent an email invitation.
Invite people via link
When this option is selected, a unique link for your organization's Develop account is generated.
- Copy the link and provide it to any potential users.
- When they click on the link, they will be directed to create a user profile within your Develop account.
Create users manually
Use this option to add a team member's details directly, and assign their manager, access role and previous Personality Profile results.
- Enter in the team member's name, email, job title and gender.
- Click Expand next to Manager and select their team leader from the dropdown list.
- Click Expand next to Access Role to change them from a user to an admin.
- Click Expand next to Link Candidate, then enter the email address associated with their Employee Personality Profile results. Click Search, then select the team member from the results list.
Create users via CSV
Upload a spreadsheet of new team members to be added to your Develop account. This option can also be used to update or deactivate team members in bulk. It may also be used in conjunction with Automatic Teams to create new teams based on the employees' manager.
- Use the provided .csv template to add your team members and save the file locally. Some points to note:
- Gender must be listed as Male, Female, Non-binary or Not disclosed. This is not case sensitive so Male may be entered as male and so on.
- The Manager Email must match a user that already exists in your Develop account.
- Click Upload .csv and select your file.
- Toggle on / off the import options as required
- Add new employees
- Update existing employees
- Deactivate employees who are not found in the import
- Review the upload data to resolve any issues flagged. For example, the email domain is incorrect.
- You can use the trash can icon to the right of any line to remove that team member from the upload.
- To remove all team members and start the upload again, click Re-upload .csv.
- Once you have made any required adjustments to the team members, click Revalidate to check the upload details again.
- Once all the data has been validated, click Continue.
- Review the Summary details to confirm that the correct number of team members will be added, updated, and removed (depending on which options you selected earlier). Click Review People if you wish to view the list of team members again.
- Toggle Invite all members to join this organization on if you want to send them an invitation email. This step can also be completed later by editing the team members.
- Click Confirm Changes. A confirmation message will appear. Note: depending on how many team members have been added / updated, it make take several minutes for the changes to appear in your Develop account. You can leave the page while these updates are being processed.
Note that by default, any new team members added are given the user access role. You will need to edit their profile to assign them as a team leader or admin (if required).
If you have Automatic Teams enabled, the assigned managers' teams will be created or updated as well. To learn more about this, click here.
