Add interpreters who don't have accounts yet

Step by step

1. 1On the Team Roster tab, invite the person by email; if they have no account, they are added as an active placeholder (you can include a phone number).
2. 2Schedule the placeholder on jobs just like any other interpreter, they appear in the dispatch board and assignment forms.
3. 3If you first added someone by name only and later add them by email, OneTerp asks whether they are the same person. Choose "Yes" so the email goes onto the existing placeholder and its booked jobs follow them, instead of creating a second row.
4. 4When the person creates their account with the "Create your account" button in your invite email, using the address you invited, they are connected straight away. They show as Active on your roster and all their booked jobs, busy times, and schedules move to the real account.
5. 5If they sign up some other way (they went to the website themselves, or used a different sign-in), they need to verify their email first. A banner in the app reminds them and can resend the verification email. After that they see a request to link their account to your agency and click Accept.
6. 6If they find your agency themselves and send a request to join, they show up as a second row waiting for approval. Click Approve and OneTerp asks whether they are the same person as your placeholder. Choose "Yes, combine them" to move the placeholder's booked jobs to their account and remove the placeholder. Choose "No, different person" to keep both.
7. 7Until one of those happens, the row stays under Placeholders with an "Invited" status and their jobs stay on the placeholder, so they won't see those jobs or get reminders yet. If they are stuck, use "Send invite" on their row to email a fresh link and ask them to sign up from it.
8. 8If they signed up with a different email address, open them from the Team Roster and choose "Link to account" in the Account section. They still need to accept the request.
9. 9To set a placeholder's pay, open them from Team Roster (Manage) and click "Save rates". The rates apply right away, so their jobs can be closed out and billed. If an older proposal is stuck waiting on them, click "Apply these rates now".
10. 10To remove a placeholder you no longer need, choose Revoke, which reopens any jobs they were booked on.