Sapling isn't just for new hires, existing team members use Sapling to complete tasks, learn more about their peers, and keep their information up to date.
Here are three ways that you can invite team members to Sapling.
Invite from their profile fields page
When your Sapling account was created, your Implementations manager would have uploaded all of your organization's members into the platform and created their profile.
If you would like to invite a specific team member to the platform, follow these simple steps.
- Search for the individual and navigate to their profile page
- Select "Info"
- Select “Send Invite to Sapling” under “General” on the right hand side of the page.
Assign the team member a task
You can assign an existing team member a task to complete, and if they have not previously logged into Sapling they will be sent a Welcome email prior to them receiving the notification .
This ensures that your team has context on Sapling, before being requested to complete anything inside of Sapling.
Have Sapling send the invite: (for bulk invitations)
If you are ready to launch and need invites sent to more than 20 team members, please email your Customer Success Manager, and they will be happy to get the invites sent for you.