Creating a team
The Harvast Teams experience is a great way of bringing together to be managed in one account. This guide will walk you through steps of setting up your team account once you have upgraded to the Teams Experience
Step 1:
When you open the app, you'll be guided through the process of setting up your team.
Step 2:
Choose a name for your team, then click ‘next’ to proceed.
Step 3:
To collaborate with others, invite them to join your team. Click on ‘invite team members’ to do so
Step 4:
For security reasons, the app may request access to your contacts. Grant this permission in the app permissions settings, in order to proceed.
Step 5:
Scroll through your contacts and select the ones you want to invite to join your team.
Step 6:
Once you've selected your contacts, click on the send icon. This will send a generic message inviting them to download the app and join your team.
Step 7:
You'll receive a confirmation message indicating that the invites have been successfully sent to your chosen contacts.
Step 8:
Once the people you've invited create their accounts and join your team, you'll be able to monitor their performance.
The Harvast Teams Experience helps facilitate collaboration among team members by providing a centralized platform for managing performance. With this subscription, you gain insights into team and individual performance, enabling you to make informed decisions about how to run your business effectively.
If you encounter any difficulties during the process, feel free to reach out to our support team at support@harvast.com for further assistance.