Virta

3.1 How to add members to your management team (Essential)

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Hello and welcome!

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We're excited to help you add members to your management team. This article guides you through the simple steps to get started.

Let's get right to it!

To add team members to your team, log in to the Virta Hub and go to:

"Organisation" tab > "Team" as shown in the picture.

You will see a panel on the right with “Available actions”.

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To invite team members to your organisation, follow these simple steps:

1. Click on "Invite member".

2. Provide your team members' email addresses.

3. Choose their role from the drop-down menu. You can find more information here if you are unsure about their role.

4. If you are part of multiple organisations, select the appropriate one from the drop-down menu for your team member.

5. Click "Add member".

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That's it! You now know how to add a member to your team.

Your team member will receive an email invitation to join your organisation. If the invitation is missing, please ask them to check the spam folder as well. Their user’s status is Pending and will change to Active once they accept the email invitation.

 

Note that depending on your role, you can grant different accesses. Administrators can invite users with any roles, Driver managers can invite Driver managers, Charging managers, and Viewers. Rest of the roles can invite the same role as themselves and Viewers. If you have multiple roles, you can invite any of the roles you currently have.

 

Note

Please remember that adding team members to manage chargers differs from granting drivers access to your chargers. You can find how to grant driver access here.

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