Invite, Manage, Assign
Users/Members of your team who are invited to join your company’s account become the staff of your YoCoBoard account. When your staff begins tracking time on YoCoBoard, you can use the tracked hours to generate reports and process the payroll. Over time, when staff details change or their skill gets updated, you can use YoCoBoard to manage your staff details.
The Super Admin and Admin can send email invites to various members. Once the member accepts and email and sign up, they will be added as a new Staff under that company.
1.1 Adding new staff
- On the YoCoBoard sidebar, click Administrator. Under the Staff tab, click Add Staff.
- Enter the name and email address of the staff and click Save. An email invite will be sent to the user.
1.2 How to manage staff
- On the YoCoBoard sidebar, click Administrator and select the Staff tab.
Note: The Administrator tab won’t be visible on the sidebar, if you are not logged in as an Administrator.
- Select a staff member to view their details. A detailed overview opens on the right side with Profile, Skill-set, Projects, Teams tabs.
- Click beside the relevant field to update the details. Click the Update Profile button to save the changes.
Note: Do ensure you click the Update Profile to save the changes. If you navigate elsewhere, your changes will not be saved.
1.3 How to disable staff
- On the YoCoBoard sidebar, click Administrator and select the Staff tab.
- Select the staff member that you want to disable. On the right side, click the Disable Staff icon to disable this staff member.
Note: The staff information will remain in the system even after they are disabled.
- You will be prompted with a warning pop up notifying you of the upcoming disable operation. Click Confirm to disable the staff member.
- You can re-enabled staff members who were earlier disabled, by following this procedure: On the YoCoBoard sidebar, click Administrator and select the Staff tab.
- Click Add Staff and type the email address of the disabled staff. The system will prompt you with an “Email ID already exists. Click here for details” link. Click the message.
- The Add Staff prompt will pop up with the disabled staff details. Click Enable User and you are done.
