Creating a New Member in Cognise
As admin navigate to the Community and filter for members. Select the button + Member and a modal like shown below will appear.
Advanced Options
Manager Settings
On the right of the panel are advanced options. You will always see Manager Settings.
Ticking the box 'Allowed Manager' means if this member has now or in future any direct reports they will immediately have Manager access. A direct report is someone whose profile will show this person you are creating as who they report to.
In Cognise, even if someone has reports it does not imply they are the manager for training. If this is the case uncheck the 'Allowed Manager' box. The person(s) reporting to this person will now report to the next person up the hierarchy tree.
Custom Meta
We can see in the screenshot two custom profile fields. They are: Location and Role Type. These have been created by System Admin in config. They can be optional or compulsory - if the later and not completed the form will not save. These appear on the public person's profile in the community.
Welcome email
Once ready, click Save and a Welcome alert message will display with two buttons. The default is YES, send welcome email.
If you don't want to send a Welcome email on creation you can choose NO. Do not to send email and no welcome email will be triggered..
