As a Team Member, there are a number of things you can do on the Platform. You might also want to see our Phundex User Guide for Guests:
- Register to the Phundex Platform.
- See their overall transaction dashboard including all tasks.
- Receive emails to let them know Tasks have been assigned to them, for which Pathway and which Manager.
- Complete tasks assigned to them.
- Make comments on any tasks assigned to them in the task overview section.
- Change task status to not complete if necessary.
Team Members who are guests will not be active on the Phundex Platform, but can be assigned Tasks. When a Guest Team Member is assigned a Task, they will:
- Receive an email to let them know they have been assigned a Task.
- Click on the button to go to the Phundex Platform, which confirms their email address.
- Be asked to check their email account for a verification code, which reaffirms their email.
- Click on the verification code in the second email, and a pop-up button will appear which asks them to either:
- fill in a form with information; or
- attach a document.
- Once the information is filled in or the document is attached, hitting save will upload the information onto the Phundex Platform and the Guest can clost the message.
