Gather was designed to be a collaborative platform where everyone from your team can coordinate all of the many tasks that need to be completed throughout your day.
How do Invite a team member?
First, navigate to the "My Team" page as shown below:
From the "My Team" page, click the "Invite New Team Member" button which will pull up the following popup where you can enter the name and email of the team member you want to invite.
Once you invite the individual, you will see the following screen which allows you to edit the new team member's information, including:
Personal details
Communication preferences
Security and permissions
Access to multiple locations (if you have multiple locations)
⭐ IMPORTANT ⭐
When creating a profile for yourself or your teammate, it is important to include a mobile number for a few reasons:
📱To enable logging in using your mobile number
💬 So that the Gather team can get ahold of you for important things like helping with a live stream
😱 And have no fear, you can hide this number so that it is never displayed.
📍 NOTE: For funeral homes with multiple locations, you will want to make sure you invite people using the exact same name and email so that they have a single login for all locations.
⚠️ Why can't I just share a single login for everyone?
For security reasons, we strongly recommend that each person on your team have an individual login to Gather. This is a best practice that is important for a number of reasons:
Each action taken is tied to the person logged in. You won't get an accurate picture of who did what, which decreases individual accountability.
If a team member quits or is fired, you can immediately revoke their access if they have an individual login.
With individual logins, you can more easily assign tasks to specific people.
With individual logins, you can control exactly what that individual can see and do in Gather.
Because Gather works on your mobile device, having individual logins allows each team member to access their specific account on their phone.
When you chat with Gather, if you have a shared login, Gather doesn't know who we are chatting with. This is a security liability that allows an individual team member to impersonate an owner.
But what if we have a shared computer in the office?
While it isn't as convenient, we still recommend having individual logins and enforcing a strict policy of logging out each time you are done working on Gather on that computer.
How do I edit the details of each of my team members?
From the top of the "My Team" page, you will see a list of everyone that has been invited. You can click on their name to edit their details or remove them from your team.
At the bottom of this same page, you can also see any pending vs accepted invites.
❌ Once a user has been deleted or revoked, they can no longer access their Gather account.
Can I control what the new team member can see?
🔒 Yep, Gather allows you to control what each invited team member has access to in the system. From the "Security" tab, simply toggle on the individual permissions that each person should have.
Need More Help? 👋
Chat with our team anytime. Or give us a ring at (208) 908-0488.