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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.
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Users’ invitation via the platform’s Control Panel is not related to the are different than invitations sent when adding users to fluig TOTVS Identity. |
Invite users
...
01. In In the main menu, click Control Panel. , then check People container and click User's invitation.
02. Go to the Collaboration tab.
03. Select Users’ Invitation.
04. Enter the e-mail(s) of the user(s) Enter the email addresses of users to be invited in the indicated field.
0503. Select the message language.
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The invitation e-mail text can be Invitation emails are available in English, Portuguese or Spanish. |
0604. Click Send invitations.
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Invited users will receive an e-mail email message containing a link to create their set up a profile on the platform. |
Invite via CSV file
...
01. Click Invite via file.
...
03. Click Send invitations.
Monitor sent invitations
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01. Click View list of sent invitations.
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A list of all All invitations sent by via the platform is displayed to the administratorwill 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
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01. Click View list of sent invitations.
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A list of all All invitations sent by via the platform is displayed to the administratorwill be displayed in this list. |
02. Enter an e-mail address in Search e-mail.
03. Click Search.
04. Select the e-mail email address.
05. Click Delete.
Resend invitation
...
01. Click View list of sent invitations.
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A list of all All invitations sent by via the platform is displayed to the administratorwill be displayed in this list. |
02. Enter an e-mail address in Search e-mail.
03. Click Search.
04. Select the e-mail email address.
05. Click Resend.
Register invited users
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01. Go to the link in the e-mail invitation.
...
06. Click Send information.
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The User, Password, Confirm Password and and Name are mandatory fields must be completed. |
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This documentation is valid from the 1.57.10 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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