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Contact Invitations

6 bytes added, 12:50, 6 October 2017
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* '''Acceptance Redirect''' - Enter a relative path to override the default redirect to the signup page if current user is not registered on the system.
* '''Activate Template''' - if checked then the Invitation template will be available for use on the live instance
 
 
==Security==
 
Visibility and functionality related to the Invitation tab within a UTA Level 1 or Level 2 record is controlled within the UTA Security settings and the Invitation Standard field.
 
===Enable Invitation Security Settings ===
 
1. Navigate to the desired '''UTA'''.<br />
2. Access the Configuration settings for the UTA<br />
3. Click on the Security tab and select the '''Feature and Function Permissions'''<br />
4. Click on the Level 1 or Level 2 tab.<br />
5. Scroll down to '''Enable Invitation''' and configure as desired.<br />
NOTE: This is also configured within the UTA Standard Fields and can be relabelled as required.<br />
 
===Enable Invitation Standard fields===
 
1. Navigate to the desired '''UTA'''.<br />
2. Access the Configuration settings for the UTA<br />
3. Click on the Level 1 or Level 2 tab, depending on where invitations are to be enabled.
4. Access the Invitation [[Standard field]] and click Save. The tab will now be available for those roles with appropriate permissions based on the Invitation Security Settings.
5. Click on the Permissions & Availability tab. The Invitation tab has a few additional settings form the normal [[UTA Standard Field Settings]].
* Cancel Invitations - Field Permissions: control the roles that can Cancel invitations.
* Import Wizard - Field Permissions: control the roles that can access the Import Wizard.
 
==Invite Contacts/Participants==
==Security==
Visibility and functionality related to the Invitation tab within a UTA Level 1 or Level 2 record is controlled within the UTA Security settings and the Invitation Standard field.
 
===Enable Invitation Security Settings ===
 
1. Navigate to the desired '''UTA'''.<br />
2. Access the Configuration settings for the UTA<br />
3. Click on the Security tab and select the '''Feature and Function Permissions'''<br />
4. Click on the Level 1 or Level 2 tab.<br />
5. Scroll down to '''Enable Invitation''' and configure as desired.<br />
NOTE: This is also configured within the UTA Standard Fields and can be relabelled as required.<br />
 
===Enable Invitation Standard fields===
 
1. Navigate to the desired '''UTA'''.<br />
2. Access the Configuration settings for the UTA<br />
3. Click on the Level 1 or Level 2 tab, depending on where invitations are to be enabled.
4. Access the Invitation [[Standard field]] and click Save. The tab will now be available for those roles with appropriate permissions based on the Invitation Security Settings.
5. Click on the Permissions & Availability tab. The Invitation tab has a few additional settings form the normal [[UTA Standard Field Settings]].
* Cancel Invitations - Field Permissions control the roles that can Cancel invitations.
* Import Wizard - Field Permissions control the roles that can access the Import Wizard.
==Custom Invitation Button==
Smartstaff, administrator
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