assign teams and actions when inviting | Voters

assign teams and actions when inviting

Ashley McCormick

When inviting new people into the portal, it would be great to assign them to a team and assign actions (take 5 voices assessment) at the same time - one screen or one CSV upload.

March 25, 2024

Mark Tilsher

This would be a game changer for sure!

Chris Ediger

Just FYI that while you can't assign teams initially, you can assign actions using "Action Links". To do so, click "New Action" in the top-left and choose "Link" under "Assign to". Anyone who uses this link will be automatically added to your account and assigned the action. (Note - because Pro is a paid resource, anyone using the link will incur an additional fee for the Pro workspace – either $10/mo (if paying monthly) or $100/year (if paying annually).)