Adding people to Quest is straightforward and can be done in two main ways: through the Team tab or via an Event. Each method has its own notification process for the new members. Here’s a step-by-step guide to help you through the process.
Method 1: Adding People from the Team Tab
Adding Individuals One by One
1. Navigate to the Team Tab:
2. Add a New Member
Click on the "Create New User" button.
Fill in the required details (e.g., name, email address, role).
Click "create new user"
3. Notification
The invited person will receive an email invitation to create a profile and join the company's Quest workspace.
Method 2: Adding People from an Event
Adding via MagicLink
1. Navigate to Event Details
Click on sub menu, located to the right (within the three dots) of the event you which to invite travelers to.
Go to the "Attendees" tab within the event details.
2. Send MagicLink
Click the "copy event link" button within the purple card.
Paste the "magic link" into a welcome email or registration platform.
3. Notification
Once the traveler clicks the MagicLink, they will join the Quest workspace and be attached to the specific event.
By following these steps, you can efficiently add people to Quest and ensure they are notified appropriately based on the method you choose. If you have any further questions, please don't hesitate to reach out to our support team.