Onboarding of Members and Managers

As admin, click on People. In the future, you will get an overview of all experts in your organization right here. In the Timeline, you can see the availability of all experts.

Click + Invite in the upper right to open a pop-up window.

You can copy the link listed there and send it to your experts, for example by email or via any other communication tool. Everyone using this link does not have admin rights in your organization. You can, however, grant admin rights once the person has logged in.

Click + Add Person in the top right corner.

Here you have the opportunity to invite individual experts by name and email. These people will then receive a direct invitation from our iCombine mailing system with the appropriate link to your workspace.

You can also create profiles for experts who do not have active access to iCombine themselves. In this case, select Placeholder without Login. As an admin, you can then create competence profiles for these experts and staff them just like experts with an own login.

Please keep in mind that placeholders do not receive information from the iCombine system since their email address is not in the system.

Once the first experts have logged into your workspace, you can define weekly working hours for each person. Click directly on the weekly working hours of an expert in the people list (if you hover over this field, it will stand out).

By default, we already have the 40-hour week as a template. You now have the option of defining additional templates. Click Define Template. Later you can also assign the templates to other employees.

Enter a name for the new template in the pop-up window and set the working time per day of the week. Finally, choose Create Template.

In case you define a template with zero working hours per week, booking hours in the schedule of this expert will automatically be disabled.

From the templates that you create, you can now select a suitable weekly working time. The selected one is then highlighted. Finally, click on Update.

Now you get back to the list of experts. Click directly on the weekly working hours of other experts to change them.

Click on an expert from the list in the people view or pool section.

You will now see an empty profile or the skills, interests and experiences selected by the expert. Click Edit Profile in the upper right corner to create or edit the profile.

Start selecting criteria from the predefined interview. Everything you see here is based on the profile catalog that was created for your organization. 

For some questions, you have the opportunity to rate people skills on a level of 1-5. Move your mouse over the bars and click the appropriate level. 

Recommendation: Each Skill Level means something different. Read the guide to learn more about each individual level.

The selected hat next to a skill means that the person in this area wants to develop and wished to increase own knowledge.

Once you’re done, click Close Editor.

In the people view, you can always see the status of each expert, including the assigned permissions.

Click the right menu icon in a expert’s row.

You can turn a user into an admin by clicking on Grant Admin Rights.

Click the right menu icon in a expert’s row.

You can remove the user from your workspace by clicking on Remove Person.