Add & invite advisor

You have several options in this overview. You can add a new advisor to your organisation by clicking the blue button with the white ''+''.

Then enter the primary details of the new advisor, such as first name, last name, and email address. You can choose to invite the advisor to the account straight away by leaving ''Send a welcome email immediately'' ticked. If you want to invite the advisor at a later time, untick this option.

You can also choose to give the advisor the role of Organisation administrator. That means the advisor can manage the organisation settings, create and edit processes, and manage all candidates. Once you have entered everything, select ''Save''.

If you want to invite the advisor at a later time, deselect the option to send a welcome email immediately. The advisor’s status is then set to ''Created''. When you want to invite the advisor, select the ''Invite'' button.