Smartstaff, administrator
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→Inviting Contacts
1. Navigate to the desired '''UTA'''.<br />
2. Under the Level 1 tab, open Open the '''UTA record'''.<br />
3. Click the '''Edit''' icon to put the record in edit mode.<br />
4. Select the '''Invitation''' tab located at the top of the record.<br />
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===