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01. Select the Control Panel feature in the main menu.
Speaking of Users' Invitation...
This feature allows sending e-mail invitations to individuals, encouraging them to join the platform. They can be sent via a list of e-mails or through a CSV file.
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Users’ invitation via the platform’s Control Panel is not related to the invitations sent when adding users to fluig Identity. |
Invite users
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01. In the main menu, click Control Panel.
02. Go to 02. Access the Collaboration tab.
03. Select Users’ Invitation.
04. Enter the e-mail(s) of the user(s) to be invited in the indicated field.
05. Select the message language.
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The invitation e-mail text can be in English, Portuguese or Spanish. |
06. Click the Users' Invitation option.
04. Click the button...
Speaking of Users' Invitation...
...
Send invitations.
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Invited users will receive an e-mail message containing a link to create their profile on the platform. |
Invite via CSV file
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01. Click Invite via file.
02. Click Select file and select a file from the local computer.
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CSV files are documents that use a comma to separate values and can be created with applications such as Microsoft Excel. |
03. Click Send invitations.
Monitor sent invitations
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01. Click View list of sent invitations.
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A list of all invitations sent by the platform is displayed to the administrator. |
02. To search for a specific invitation, enter the e-mail in Search e-mail.
03. To filter invitations by specific status, click Status and select one of the available options.
04. Click Search.
Delete sent invitation
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01. Click View list of sent invitations.
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A list of all invitations sent by the platform is displayed to the administrator. |
02. Enter an e-mail address in Search e-mail.
03. Click Search.
04. Select the e-mail address.
05. Click Delete.
Resend invitation
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01. Click View list of sent invitations.
| Painel |
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A list of all invitations sent by the platform is displayed to the administrator. |
02. Enter an e-mail address in Search e-mail.
03. Click Search.
04. Select the e-mail address.
05. Click Resend.
Register invited users
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01. Go to the link in the e-mail invitation.
02. Enter a user name (login).
03. Enter a password.
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To register users via an e-mail invitation, the access password must contain at least eight characters, including uppercase and lowercase letters, numbers and special characters. |
04. Re-enter the password.
05. Enter the user’s name and last name.
06. Click Send information.
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User, Password, Confirm Password and Name are mandatory fields. |
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This documentation is valid from the 1.5.10 update. If you use a previous update, it may contain information different from what you see on your platform. |
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