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Setting up new People

A step by step guide to getting people set-up on Frankli

Updated over a week ago

As an Admin, setting up a new person in Frankli for your organization is a straight forward task.

First, navigate to Admin > Company > Company View.

Click on the Add New Person button in the top right.

Note: You also have the option to add people in bulk to Frankli using an excel file. A guide on using Bulk Create can be found here.

A form will appear allowing you to enter the details of a new person.

Fill out all required details paying particular attention to access level - this will determine the permissions that this new person has on Frankli.

Once happy proceed to click the Create button.

The person will be created and you will be asked if you wish to invite them now or wait until later on.

Send invite

An invite email will be sent to the person's email address with instructions on how to complete their own on-boarding process through a number of guided steps.

Invite Later

The newly created person will be added to any relevant department and team views but they will not be invited to Frankli until you choose to do so.

This can be achieved at a later stage from the Company View.

See our article on Inviting people here for more information.

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