In this article, we will show you how to allow your team members to self-schedule or request their own tasks within the GoPortal. We'll show you how to invite (or edit) a team member so that they can self-schedule or request tasks.
Requesters
These users can access go.gopinata.com to submit requests for tasks. If enabled they have the ability to request a specific date + time as well as third party staffing. This is a great way to reduce one-off requests via email and have these tasks go straight into your dashboard!
Autonomous Workers
You can empower your team to submit reports whenever they need to do so, on the go. This is called "Autonomous Reporting" — meaning that there's no need to schedule and assign tasks in advance. Designated users can simply access appropriate report forms at all times, and complete them as needed for their daily work.
Inviting GoPortal Users
Select Settings in the top right on dashboard.gopinata.com
Select My Company
Select My Team on the left-hand side
Select Invite Team Members
Enter user email(s) in the Email Addresses field
Select "GoGetter (Access to Go Portal)" in the User Type field. This is a standard GoGetter who can be assigned tasks through the Admin Dashboard. Learn more about GoGetter assignment HERE!
If needed, toggle on “Autonomous”. This allows the user to create their own tasks using the GoPortal.
If needed, toggle on “Requester” in the “Level” field. This allows the user to request tasks via the GoPortal.
If you selected Autonomous or Requester, you must select the programs they need have access to.
The screenshot below will guide you through the above steps!
Editing an Existing User
Select Settings in the top right
Select My Company
Select My Team on the left hand side
Search for the team member
Select the blue drop down arrow
Select "Edit"
Select "GoGetter" in the "User Type" field
If needed, toggle on “Autonomous”. This allows the user to create their own tasks using the GoPortal.
If needed, toggle on “Requester” in the “Level” field. This allows the user to request tasks via the GoPortal.
If you selected Autonomous or Requester, you must select the programs they need have access to.
Check out the screenshot below!
