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Contact Invitations

443 bytes added, 11:04, 29 April 2016
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==Configuring a Contact Invitation==
===Create a New Invitation Template===
1. Navigate to the desired '''UTA'''.<br />2. Click on the '''Configuration Settings ''' icon.<br />3. On the Level 1, under the Level 1 Properties section, click on the '''Invitation Template ''' hyperlink.<br />
4. Click on the '''+ New Invitation Template''' icon to launch the New Invitation Template form.<br />
5. Complete the New Invitation Template form field options.<br />
==Reviewing the Invitations Status==
The system provides the capability for you to monitor the status of each invited contacts.
1. Navigate to the desired '''UTA'''.<br />
2. Click on the Level 1 tap, and open the appropriate Level 1 object.3. From the Options drop down menu, select the '''Invitation''' option.4. Displayed is the list of invitees with their role and status.
==Notes==
* A process to bulk-add external emails will be added in a future release.
* Invitations may be cancelled by the organization.
==See Also==
* [[Contact Invitations - Why?]]
[[Category:Under Construction]]
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