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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.
Users’ invitation via the platform’s Control Panel are different than invitations sent when adding users to TOTVS Identity.
Invite users
01. In the main menu, click Control Panel, then check People container and click User's invitation.
02. Enter the email addresses of users to be invited in the indicated field.
03. Select the message language.
Invitation emails are available in English, Portuguese or Spanish.
04. Click Send invitations.
Invited users will receive an email message containing a link to set up a profile on the platform.
Invite via CSV file
01. Click Invite via file.
02. Click Select file and select a file from the local computer.
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
01. Click View list of sent invitations.
All invitations sent via the platform will be displayed in this list.
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
01. Click View list of sent invitations.
All invitations sent via the platform will be displayed in this list.
02. Enter an e-mail address in Search e-mail.
03. Click Search.
04. Select the email address.
05. Click Delete.
Resend invitation
01. Click View list of sent invitations.
All invitations sent via the platform will be displayed in this list.
02. Enter an e-mail address in Search e-mail.
03. Click Search.
04. Select the email address.
05. Click Resend.
Register invited users
01. Go to the link in the e-mail invitation.
02. Enter a user name (login).
03. Enter a password.
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.
The User, Password, Confirm Password and Name fields must be completed.
Please note!
This documentation is valid from the 1.7.0 update - Lake. If you use a previous update, it may contain information different from what you see on your platform.
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