Guest users on CENTRL have access to a personal portal to manage their assessments and Answer Library. Upgrading to Team Management allows organizations to register their company and create a shared, collaborative environment. With Team Management, companies gain the ability to:
-
- Invite teammates and consolidate work in a single company-managed space.
- Eliminate shared logins, ensuring secure, role-based access for every user.
- Gain full visibility into ongoing work across the organization.
- Set permissions and access controls to manage who can view and edit information.
- Build a central Answer Library to streamline responses and improve consistency.
This article outlines how guest users can access a self service registration flow for Team Management.
To learn more about workflows, instructions, and resources for users who have already subscribed for Team Management, please see our full help article below:
This article covers the following topics:
Self Service Registration
1. Guests can begin their Team Management registration by clicking on the Team Management Module and selecting the Register Now button.
2. Users will then be redirected to create an account and will be able to edit their Company Name. Click on Continue once the details have been reviewed.
3. Users will then be able to invite any users they have previously collaborated with in CENTRL. You can also click on the Add User link to invite any additional Users. Click on the dropdown to invite your colleague as a regular user or as an admin. Once the desired Users and permissions have been configured, click on Continue.
Please Note: When adding Users, the email domain will need to be a company email and not a personal email. Accounts using @gmail, @yahoo, etc, will not be accepted. Users will be notified and can click on the Go Back button to return to the previous screen.
4. In the final step, Users can click on the checkbox to agree to the Terms and Conditions and click on Join Now to complete the team registration process.
Requesting to Join an Existing Company
Users who have collaborated with existing Users who already belong to a managed team will be able to request to join their company. When clicking on the Register Now button for a Team Management, these users will have an offer to join any other company they have worked with.
1. Users will be offered to join an existing company and can view a list of eligible companies to join. You can click on the Join button to send a request to that respective company. Otherwise, you can click on Register New Company to create a separate team.
2. Once the request has been sent to join, Users will have the option the click on the Revoke button to cancel the request at any time.
For more information on how your team can accept or decline requests to join their company, please visit our Help Center article below.