How to use the new Teammates feature on the web?

The Teammates feature is now available on your PBLS account!

• This is a "buddy system" where you can search for other associates in the company, and request to add them as a teammate for quicker future communications together.
• If the associate accepts your invitation, you'll be able to send them a request for a 3-way call, when you could use their support.
• Notifications for requests, invites and responses are received as push notifications, when you are logged into your mobile app.

How to invite teammates:

1) Log in to your account
2) On the left navigation bar, click 'Teammates'
3) Look for the 'Invite Teammates' box and;
4) Type the email of the associate that you'd like to add as a teammate, then click 'Search5) If their email is available in the system, the details of the associate will appear in the 'Invite Teammates' box.  Click 'Invite' to send them your invitation.6) This associate will then show on your teammates list as 'Pending' under the Action column. You can cancel the invite by clicking the 'Cancel' button
7) Once the associate accepts your request, you'll see a 'Request 3-way call' button available under the Action column.

How to accept invites:

1) Log in to your account
2) On the left navigation bar, click 'Teammates'
3) Click the 'View Pending Requests' button
4) A window will pop out showing any Pending invites associates have sent to you. You can either select:
     a) Accept - if you want to accept the invite
     b) Dismiss - if you’d prefer to decline the invite5) If you select 'Accept' you'll have the options below:
    a) Yes - if you want to accept their invite
    b) Yes, and add associate to my teammates - if you want to accept the invite and add the person to your teammates. Note: If you select this option, the user will also be sent an invite from you and will need to accept it before you can request a 3-way call.
    c) Cancel - if you'd prefer to decline the invite

Learn how to use this feature on the app by checking this link: How to use the new Teammates feature on the app?