A teammate is a Workleap Onboarding user that is part of a plan. Once added to a plan, teammates can either edit and add to a plan and its activities or simply view the activities assigned to them in a plan. Before adding teammates, make sure you understand users and activities.

To add a Workleap Onboarding user to a plan, click the + sign at the top of a plan calendar view.

If the plan has roles associated with its activities, you will be prompted to select a teammate for the existing roles. If there are no roles in the plan, click Add teammate.

Start typing the teammate's name and select the appropriate one from the dropdown.

Use the plus sign to select a role for a teammate and control a teammate's access with the dropdown to the right. You can choose for a teammate to have access to edit the plan or to only view activities in the plan without changing them.

When you’re done, click Save to keep your changes.

If you assigned a teammate a role, then any activity with that role will now be assigned to the teammate. For more information about roles, see the article Understanding roles.

Another way to add teammates to a plan is in an activity. In the top right, click the + sign to assign a teammate the activity. You will have the option to search and add a teammate or add a new teammate by clicking Invite new.

To invite a new teammate you will need to enter an email address. You have the option of adding a custom message to the email. When you click Invite, an email with a login link to the plan will be sent to the teammate.

You can edit a teammate’s role and access to a plan at any time. Click the plus sign at the top of a plan calendar view and then click the role or access level that you want to change.

When you’re done, click Save to keep your changes.

Delete a teammate

To remove a teammate from a plan, click the plus sign in the top menu. Hover over the teammate that you want to remove and select the trashcan icon that appears to the right.

A pop-up will ask if you’re sure you want to remove the teammate, click Remove.