How To Add Someone To The Induction Course

This is how to add someone to any of the induction courses within JuicyCRM.

You will need admin permissions in order to do this.

You will also need access to the new team members Chromebar to do this.

This process will be mostly the same no matter which course (e.g. contractor, global team or NZ employee), but you will change which course you are granting them access to. This 3-step tutorial shows how to add someone to the NZ employee induction course.

Part 1: How to invite a new team member to the Strictly Savvy Training Hub in JuicyCRM.

Part 1 - Invite a new team member to the Strictly Savvy training hub.mp4

Part 2: How to accept the invitation as the new team member and set up an account.

In this step please bookmark the training course URL to their Chromebar and make sure to send the password to the Office Manager to add to LastPass.

Part 2 - How to accept invite to induction course for a new team member.mp4

Part 3: How to grant access to the training course.

This step may differ depending on which course they need to be added to (e.g. Contractor/Employee/Global)

Part 3 - Granting access to an induction course in Juicy.mp4

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