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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 are different than invitations sent when adding users to TOTVS Identity. |
Invite users
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01. In the main menu, click Control Panel, then check People container and click User's invitation.
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Invited users will receive an email message containing a link to set up a profile on the platform. |
Invite via CSV file
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01. Click Invite via file.
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03. Click Send invitations.
Monitor sent invitations
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01. Click View list of sent invitations.
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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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04. Select the email address.
05. Click Delete.
Resend invitation
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01. Click View list of sent invitations.
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04. Select the email address.
05. Click Resend.
Register invited users
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01. Go to the link in the e-mail invitation.
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