The following article provides an overview of process for inviting and onboarding new leaders.
- The owner or administrator sends the potential new leader the leader link.
- The potential leader clicks the link and fills in the form.
- Once they have clicked the orange 'Create an account & join' button, the potential leader is shown a screen that asks them to check their email.
- The potential leader opens the email and clicks the link asking them to verify the email address.
- The potential leader is shown a screen that says: Your application to be a Progress Pod leader is in the approval process. We will email your next steps as soon as your application has been approved.
- The owner or admin is sent an email asking them to approve the leader.
- The owner or admin clicks the link in the email. They then log into progresspod.io, navigate to the notifications page and click the approve button to approve a new leader.
- The owner or administrator can now see in the membership ‘Manage participants and pods’ tab that the new leader has been approved.
- The new Leader is sent an email: Congratulations on becoming a leader. This email contains 2 links.
– a link to log in, and
– a link to the Leader training.
- The new Leader can now log in, complete the training and set up their Progress Pod. Once they have done that, their new pod will appear along with all the other pods on the list that can be viewed via the Participant invite link.