Add team member to organization

User's End:

  1. Navigate to Organization:

    • Go to the search bar on Socious.

    • Type the name of the organization you want to join as a team member.

    • Search through the organizations and select the right one.

    • Use the jobs filter (do not use the organizations filter).

  1. Select the Job:

  • The job for that organization will appear on the other side of the screen.

  • Click on the job to view the organization's profile.

  1. Connect with the Organization:

  • In the organization's profile, find the connect icon at the right corner.

  • Click on the connect icon.

  • A dialog box will appear, asking you to send a connect request.

  • Optionally, add a message.

  • Click on send.

Organization's End:

  1. Login and Switch to Organization Account:

    • The handler should log in to their Socious account.

  • On the top right side of the screen, click on the profile avatar.

  • Change the account profile to that of the organization.

  1. View Connection Requests:

  • On the left side of the screen, find and click on "connections."

  • Select "Requests received."

  1. Approve Connection Request:

  • On the right side of the screen, connection requests will appear.

  • Click on the add icon next to the target user's request.

  1. Add Team Member:

  • Go back to the homepage and click on "team."

  • A list of team members will appear.

  • Click on the add icon on the right side of the team.

  1. Search and Add Connection:

  • A list of connections will appear; if your target connection isn't visible, use the search bar.

  • Type in their handle.

  • Click on the add icon next to their name.

  1. Confirmation:

  • The user is now a member of your team.

User's End (Post Approval):

  1. Login and Access Organization:

    • The user can now log in to their account.

    • Click on their profile avatar.

    • The organization will appear in their list of organizations.

Last updated