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6. Click the '''+''' button to manually add a contact to the invitation form.<br />
7. Complete the Invitation form field options.<br />
:* '''First Name''' - Enter the first name of the contact you are inviting.<br />
:* '''Last Name''' - Enter the last name of the contact you are inviting.<br />
:* '''Email''' - Enter the email address of the invited contact.<br />
:* '''Role''' - Select the role that the invited contact will inherit once the invitation is accepted. NOTE: [[Relating_Contacts_and_Accounts_to_the_Universal_Tracking_Application#UTA_Contact_Filters_and_UTA_Account_Filters|UTA Contact filters]] restrictions are inherited, meaning users with certain roles may not be able to select from all available roles <br />
:* '''Status''' - Displays the status of this specific contact invitation.
8. Click '''Save''' to save the form details. The '''Status''' of the invited contacts will be '''Draft'''.<br />
9. Click '''Invite''' to invite the contacts entered in this section. This will change the '''Status''' of the invited contacts to '''Invited'''.
===Reviewing the Invitations Status===
4. Displayed is the list of invitees with their role and invitation status.<br />
[[Image:Invite_new_invitationsStatus.png|link=|1100px]]
===Cancel invitation===
If a user has been invited, but has not yet accepted the invite, then corresponding record in the of invitees section will have a button with the tool-tip '''Cancel Invite'''.
Clicking this will change the status for that record to Cancelled, and the user will be notified of the cancellation with an appropriately worded message when they attempt to accept or decline.
===Cancel acceptance ===
If a user has been invited, and has accepted the invite, then they will be added to the record in the Contact section.
The corresponding record in the of invitees section will have a button with the tool-tip '''Remove Invite'''.
Clicking this will change the status for that record to Cancelled, the user will be removed from the Contacts section of the record, and the user will be notified of the cancellation via an automated email.
===Invitations variables===