Team members and invites

This page is for org admins. Your team is under Team in the sidebar.

The team list

Everyone in your organisation, including team members you’ve invited or imported who haven’t signed in yet. A green dot on someone’s photo means Active, and an amber one means Not activated.

Until someone has signed in, Folke sends them nothing but their invitation and its reminders: no leave reminders, announcements or heads-ups.

The columns are Name, Email, Team Role, Annual Leave, Working Days and Permissions. Annual Leave shows the days they’ve used out of their allowance, with a bar that stays the same calm green however much is used. Once someone has booked the lot, a tick appears beside it: they’ve used it the way it’s meant to be used. Own marks an allowance set just for them, rather than from their team role. If they’ve already booked leave in next leave year, a second bar shows that too.

Select anyone to open their page.

Adding someone yourself

1. Select Add Team Member on the Team page. You can also use Add beside Team in the sidebar, or + then Team Member on a phone.
2. Fill in their Full Name and Email Address, and if you like their Job Title, Country and region, Team Role and Employment Start Date. Leave the country blank and they’ll choose it when they first sign in.
3. Choose What can they do? The info button beside it compares every level.
4. Select Send invite.

They’re in straight away: they appear on the team calendar, take a paid seat, and are booked into any upcoming closures that come off allowance. They get an email to set their password.

Someone already in your team can’t be invited twice, and Folke says so. An address that can’t be invited for any other reason gets “That email address can’t be invited.” Folke never says whether an address belongs to someone elsewhere.

Invites

An invite lasts 3 days, and they get a reminder the day before it runs out. If it’s gone astray, open the … beside them and choose Resend invite, or use Resend Invite on their Settings tab. That sends a fresh link for another 3 days, and any earlier link stops working.

Team members added by an import aren’t sent an invite, so this is how you invite them when you’re ready.

Sharing a link or code

• Invite Link: on the Team page, and under Organisation Settings > General. It opens sign-up with your organisation filled in.
• Organisation Code: under Organisation Settings > General. Team members enter it when they sign up. See Joining Folke.

Everyone who joins this way waits for you to approve them.

Join requests

When someone asks to join, you’re emailed and a Join Requests card appears on the Team page. Select Approve or Reject. There’s no second step, and they’re emailed either way. Until then they can sign in, but see nothing of your organisation.

Approved team members join as a Staff Member with no team role, start date or working days, so open them next and fill those in.

If you’ve set an Allowed Email Domain, a request only appears once they have confirmed their email address.

Permission levels

Each team member has one of five levels, set on their Profile tab. See Who can do what.

When someone leaves

1. Open them from Team and go to their Settings tab.
2. Select Remove from Organisation, and confirm.

They disappear from the team, the calendar and Requests, and their seat is freed. Leave they haven’t started yet is cancelled and their desk bookings from today on are freed, weekly ones included, without emailing them. Leave they’ve already taken, or are partway through, is kept. Their account is kept too, so to come back they sign in and join with your code.

You can’t remove yourself, or the last Organisation Admin.