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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.
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 > Manage Colleagues > + Add New.
Enter your colleague's information and then proceed to Select Role.
Select the role that your colleague should be assigned, which will ensure they have access to the correct information in Envoy Global. For a full description of each role, view the guide below.
For certain role, you will be required to select which Groups the user should have access to. This step is not applicable for some user roles, such as Company Administrator.
Click Save.
An email invitation from noreply@envoyglobal.com will be sent to the new user to join their account.
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. For more information on each roles' access, expand the menu below.
Company Administrator
This role is similar to an account owner, 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 reporting and analytics
We recommend this role for company users who manage their company's immigration program across all divisions.
Division Administrator
This role provides 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 reporting and analytics
Division Administrators can only manage casework for employees that are included in the division that they have access to.
We recommend this role for company users who manage the immigration program for one or more divisions, but may need restricted access to certain divisions. Divisions are typically created for different entities within a company.
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.
We recommend this role for company users who only require access to one or more employee accounts, but may not require full access to the division or company information. Case managers are typically responsible for supporting with a particular employee's filing and does not require access to all employee information.
Recruiter
This role has limited access to the Talent Screening and Global Deployment tiles, including the ability to:
Create new international and U.S. assessments
Open cases
Open an employee account.
The Recruiter role has a custom view of the Envoy Global platform to ensure ease of access to key features.
We typically recommend the Recruiter role for users who are managing the recruitment process for new employees at the company.
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
We recommend the Hiring Manager role for company users who may need to support with portions of their employees' filing, but should not have access to all employee information.
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
We recommend this role for company users who are managing the billing and payments portion of the company's immigration program. While a Finance team member can be setup to receive invoices emailed to them without platform access, this role is recommended for teams who want access to make payment in Envoy Global, view payment history, etc.
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.
We recommend this role for company users who only require access to our reporting features.
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.