How to Invite Users to WolMobile

How to invite employees and Service Providers to WolMobile for your location. 

Before you can invite employees and Service providers you need to have:

  • enabled the WolMobile integration and 
  • configured the general, auto sign in/out, and SOS settings 
Please Note: If you have multiple locations in your account, you will need to configure WolMobile settings for each one to allow people to sign in/out.

If you have not configured any settings, you can still grant access to WolMobile. Without full configuration, they will be able to receive Push Notifications and general information about your locations.

Pre-invite email

You may want to send your employees and/or Service Providers an email before sending their invite to let them know what the app is and what's going to happen next.

Here is a template you can use as the base for your email and a PDF attachment:

**********************

Hi there

We’re implementing WolMobile - a mobile app from WhosOnLocation, who provide our people presence software.

WolMobile is a smartphone app that allows employees and contractors to sign in and out for work and receive important safety notifications, among other features. 

What happens next

You will receive a separate email from ‘WhosOnLocation’ containing your invitation and instructions for downloading the app. Please follow the steps to get started. 

Have questions? 

We’ve put together the attached guide to provide an overview of what WolMobile is, what it does, why it’s used, and what it means for you as an employee or contractor. 

If you have further questions, please don’t hesitate to get in touch. 

Many thanks

 

AttachmentWolMobile Guide.pdf

**********************

You can invite employees and/or Service Providers individually or in bulk from their respective lists.

Inviting employees

User Role required to send this invite: Administrator.

To invite employees to use WolMobile, navigate to the employee list:

  1. Go to Tools > Locations.
  2. Click View next to your location.
  3. Select Employees from the left-hand menu.

From the list you can invite employees individually or in bulk.

Inviting an individual employee

From the employee list:

  1. Click View next to their name.

    2019-10-28_9-38-55.png
  2. Select WolMobile from the left-hand menu.
  3. Click Send WolMobile URL.

    2019-10-28_9-39-46.png
  4. Click either Send via Text Message or Send via Email.
Please Note: You must send the WolMobile URL invite first. If the employee activates their WolMobile code first, it will not work.  

Inviting employees in bulk

From the employee list:

  1. Select employees using the checkbox on the right-side in line with their names.
    Quick Tip! Use the # Records button to display more records on one page.

    2019-10-28_9-41-24.png
  2. Click the Run an Action dropdown menu.
  3. Select Activate WolMobile.

    2019-10-28_9-42-27.png
  4. Select either the Via Email or Via Text Message option.
  5. Click Run Action.

    2019-10-28_9-44-17.png

Inviting Service Providers

User Role required to send this invite: Service Provider Manager.

To invite service providers to use WolMobile, navigate to the member list:

  1. Go to Tools > Service Provider Manager.
  2. Select Members from the left-hand menu.

You can then invite them individually or in bulk.

Inviting an individual Service Provider

From the members list:

  1. Click View next to their name.

    2019-10-28_9-45-32.png
  2. Select WolMobile from the left-hand menu.
  3. Click Send WolMobile URL.

    2019-10-28_9-47-20.png
  4. Click either Send via Text Message or Send via Email.
Please Note: You must send the WolMobile URL invite first. If the employee activates their WolMobile code first it will not work.

Inviting Service Providers in bulk

From the members list:

  1. Select members using the checkbox on the right-side in line with their names.
    Quick Tip! Use the # Records button to display more records on one page.

    2019-10-28_9-52-39.png
  2. Click the Run an Action dropdown menu.
  3. Select Activate WolMobile.

    2019-10-28_9-55-00.png
  4. Select either the Via Email or Via Text Message option.
  5. Click Run Action.

    2019-10-28_9-55-42.png

Invite message

The invite message is what the employee or Service Provider will receive to invite them to use WolMobile.

Both the email and text message an employee or Service Provider receives will include their WolMobile code and a unique link. Clicking on the link will either take them to download the app or will load the app and automatically enter the code for them.

Email

2019-10-18_5-34-19.png

Text

Screenshot_20191028-093257_Messages.jpg

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