How to Invite Team Members on Evalubox

This article will guide admins on a team plan through the process of inviting new team members to Evalubox. By following these steps, you can easily expand your team and collaborate more effectively.

Introduction

Inviting new team members to your Evalubox workspace allows for better collaboration and efficient workflow. In this guide, we will walk you through the process of inviting new users, filling out the necessary details, and understanding the invitation email that will be sent to them.

Step-by-Step Instructions

Step 1: Access Team Settings

1. Login to Evalubox: Start by logging into your Evalubox account.
2. Navigate to Team Settings:
   • From the Navbar Menu, click on Settings.
   • Go to the Team section.
   • or Go here: https://app.evalubox.com/settings/users/all

Step 2: Invite New Team Members

1. Invite User:
   • In the Team section, click on the Invite User button.

Step 3: Complete the Invite User Form

1. Fill out the form with the following details:
   • Full Name: Enter the first and last name of the new team member.
   • Email: Enter the email address of the new team member.
   • Credentials: Enter the credentials of the new team member (e.g., M.S.).
   • Discipline: Enter the discipline of the new team member (e.g., CCC-SLP).
   • Work Setting: Select the appropriate work setting:
     • School
     • Private Practice - Clinic
     • Other
   • User Role: Choose the role for the new team member:
     • Admin
     • User
2. Submit the Invitation:
   • Click on the Invite User button to send the invitation. (Email will be sent to use to set up account)

Step 4: Invitation Email

1. Invitation Email:
   • The new team member will receive an email with the following details:
     • Subject: <Admin's name> has invited you to work together on Evalubox
     • Body:

Hi [Name],

You've been invited by [Admin's Name] to join Evalubox.

Use your email to login: [Email Address]
Temporary password: [Temporary Password]

Go to Evalubox [Button to go app.evalubox.com to login]
(You'll be prompted to change your password on your first login.)

With Evalubox, you can:
- Gather parent, teacher, and health information in multiple languages
- Write comprehensive Speech Language Reports in a Fraction of the Time!
- Record, Transcribe, and Analyze Language Samples in Multiple Languages

• The new user will be prompted to change their password upon their first login.

Additional Information

• Visibility: New users will appear in the list of users under the Team section.
• Roles: Ensure you assign the correct role (Admin or User) to the new team member based on your workflow requirements.
• Collaboration: Inviting new members allows for enhanced collaboration within Evalubox, streamlining your processes.

We hope this guide helps you effortlessly invite and manage new team members on Evalubox. For any additional help, please reach out to our support team.