Inviting Team Members

Today we’re talking about how to Invite Team Members into the Alvanda Platform. 

For a detailed video explanation please watch the following tutorial: 

Continue reading to see a detailed step-by-step on how to invite team members and colleagues onto Alvanda

Inviting Team Members Step-by-Step in Alvanda

  1. Log in to Alvanda from the top menu on the website (if you don’t have an account, you can schedule a free demo at any time).
Alvanda home screen
  1. Click on the Company button, on the left hand side panel.
Alvanda company dashboard screen
  1. From the Company Page, click on the View Org. Chart button.
Alvanda company dashboard screen
  1. From the Organizational Chart, click on the Invite Colleagues button. 
Alvanda Company Organizational Chart
  1. A new page will appear such as below where you can Invite New Colleagues one by one, OR Import Colleagues From File, in case you want to add multiple at the same time. 
Alvanda Invite Colleagues screen
  1. If you click on the Invite New Colleague button, you will be taken to a new screen where you can add their Email Address, Position, First Name, and Last Name.
Alvanda invite colleagues screen
  1. Once you filled out their information, you can then go ahead and invite them by clicking on the Invite Colleague button.
Alvanda invite colleagues screen
  1. Once you’ve sent an invite, the platform will allow you to invite another colleague, if you wish to do so. 
  1. If you click on the Back button in the top left corner, you will be taken back to the main Invite Colleagues page. 
  1. On the main Invite Colleague page, you will be able to see who you’ve invited to your team on Alvanda and the status of their invitation. Here, you can also Resend the Invitation if you need to, or even Cancel it. 
  1. As mentioned before, if you want to invite multiple people at once then click on the Import Colleagues From File button. 
  1. Here you can Click or Drag your list of Team Members as either a CSV or Excel file.

You can also Download an Example File to see how the file should look like before you upload it to Alvanda and to make sure you add the right details in the appropriate columns. 

  • As an important note, when you add the positions into your File make sure the Position Names are EXACTLY the same as the ones you have in the Organizational Chart so that the platform can allocate the right people to the appropriate positions. This includes capital letters. For example, the Director of Revenue has a capital D and R in the name.
  1. If you have any questions or want to give us any feedback, feel free to use the Help/Feedback button, at the bottom right of the page. 

Thank you, and I wish you and your entire team an amazing day!

Robert Indries