This document will detail how to set up your team.
Setting up your teams allows you to create team templates, dictate interview logistics and filter through team lists to find the appropriate interviewer. You’ll be able to give team members various permissions and access within the system.
First, you want to make sure that anyone who will participate in the interview process and potentially be assigned to an interviewing ‘team’ is actually connected to Convey for Scheduling. They need to be invited to the system by an Admin and should be invited as they role they occupy (Admin, Organizer or Interviewer).
To set up your a team(s), any Admin or Organizer who wants to set-up or manage teams, each need to download the Convey for Scheduling Chrome plugin. You can read more about how to do that, here.
Once everyone has downloaded the plugin, you can view your available team members in your user settings. You can give each user different permissions based on their intended usage in the platform and role in the interview process.
Once users are in the system, you can start assigning them to teams.
To assign a user to a team, navigate to your Teams tab on the left side of your screen. Select either the blue circle button to add a new queue or click any queue to edit an existing queue. Add the necessary team members at the bottom of the screen.