Team instructions
Invite team members to your EQUINET organisation for scheduling, invoicing and sharing data.
Click below to download or update
Click below to download or update
Steps to set up a team
Add team members to your EQUINET organisation, and start working together efficiently.
Step 1: Go to Organisations and select your organisation
Every EQUINET user has a default organisation, of which he/she is the owner.
Step 2: Invite your team members by sharing an invitation link
Click 'Invite new members' and share the link via your preferred channels on your mobile phone (e.g. e-mail, WhatsApp, Messenger, etc.).
Step 3: Wait for new EQUINET team members to join
When someone receives an invitation link, he/she can accept the invitation for your organisation while they are logged-in to their EQUINET app. To be able to accept an invitation, the app needs to be installed, and the receiver needs to be registered and logged-in.
You will receive an in-app message and push notification if someone accepts your invite.
You will receive an in-app message and push notification if someone accepts your invite.
Step 4: Approve newly joined team members
Once invitees accepted your invitation, the popup in your organisation's 'awaiting approval' section. You can approve new members that accepted the invitations in this screen, or reject unknown wanna-joins.
Once approved, new team members will be shown in the 'members' section.
Once approved, new team members will be shown in the 'members' section.
Split ways? Remove a team member from your organisation
Working relations end, and in those cases, you are able to remove a member from your team by clicking the thrash can icon - organisation data will not be available for this user anymore.
The member will be removed, but all generated data is stored savely within the organisation.
The member will be removed, but all generated data is stored savely within the organisation.
Multiple organisations? Switch between them when needed
All data generated for an organisation is owned by the organisation. If you joined an organisation, you can always switch between that organisation and your default organisation, of which you are the owner. Please note that data is not shared between organisations.
