Certain company users can add additional colleagues to access the Envoy Global platform. This article provides instructions on how to invite a colleague to the platform and includes a detailed description of each colleague role, so you can determine what type of access your colleague should have.
Once a colleague user is added to the platform, you can further control their access to employee casework by adding them to Groups.
Add a new colleague user
To add a new colleague user, click on your profile icon in the top right corner from any page of your account. Then, select Administration. Once you are in the Administration page, you will see the below view. Select Users then Manage Colleagues.
To add a colleague, click on + Add New. Once the user’s information (name, email, etc.) has been entered, the next step is to assign the colleague’s role.
Assigning a colleague role
A role defines what the user can see and do in the Envoy Global platform. We have added roles for limiting users to specific features, such as only viewing reports. The roles include:
Company Administrator
This role is similar to a super admin, providing full account access to all employee information across all divisions, including the ability to:
Manage all company and division settings
Add new colleagues and employees
Open cases and manage casework
Post & view messages in the Communication Center
Make payments and view bills
View reports and data analytics.
Division Administrator
This role provides full account access to one or more divisions, including the ability to:
Manage division setting and preferences
Add new employees
Open cases and manage casework
Post & view messages in the Communication Center
Make payments and view bills
View reports and data analytics.
Case Manager
This roles allows access to specific employee accounts, including the ability to:
Add new employees
Manage casework
Make payments and view bills
Open cases
Post & view messages in the Communication Center.
Recruiter
This role has limited access to the Talen Screening module, including the ability to:
Create new visa assessments
Open cases
Hiring Manager
This role has limited access to help manage the case workflow process, including the ability to:
Complete specific sections of the questionnaire
View specified employee profiles and account information
View messages in the Communication Center.
Finance
This role has limited access to billing & reporting, including the ability to:
View billing and payments
Make payments
Add a retainer and distribute charges
View reporting and analytics
Manage shipping accounts
Analytics
This role has limited access to allow users to only view reporting and analytics, including the ability to:
View prebuilt dashboards in the Analytics tile
Create and share reports under My Reports
The Shared With Me tab is not available for Analytics users.
Company IT
This role is intended for company users who need to manage security setting such as single-sign on, multi-factor authentication and activating/deactivating a user within the account.
Need additional support?
For corporate users, contact your Account Management team. For sponsored employees, start a live chat with the Envoy Global Customer Experience team from your Envoy Global account.
Related to: