People and roles

Who works here, and what each person may do.

Steps

1. Invite someone by their email; they sign in with their Ocean ID.
2. Make them an admin, a user or a viewer.
3. Give them the journeys' roles they hold, such as case manager.
4. Set their own working hours, so work reaches them when they are in.

Where to go in the app

Open these from the menu on the side of the app:

• People and roles

The same guide is in the app, under Help and support.