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Adding a Colleague to the Portal
Adding a Colleague to the Portal

Steps to add a colleague to the Onboarding Portal.

Updated over 2 months ago

If you have the Project Manager role (assigned by a Samotics employee), you'll see a New button in the People tab. This allows you to add a colleague’s name, email, and assign their role (either Installer or Project Manager). Adding a phone number is optional. If you're unable to add colleagues to the Onboarding Portal, contact your Samotics representative.

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