External Invitations

During an onboarding process, the person that is trying to connect a software is not always the as the person that has the access to the software. Moreover, when you are trying to connect multiple softwares, it might involve multiple people.

External invitation can be used to invite external people to connect during the activation process of a consumer.

Once this feature is enabled, your consumers will be able to invite external people to connect during the activation process of a consumer.

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For connexions:

1. The consumer invites an external person throug the “Invite user” button on the public connexion page
2. The consumer fills the form with the external person’s information and his message to him
3. An email is sent to the external person with a temporary (valid for 7 days) and secure link to the connexion page
4. The external person clicks on the link and is redirected to the connexion page
5. The external person is able to connect the software
6. The connexion is created and the consumer is notified (if the consumer has an email address)

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For syncs (only if you are using syncs):

1. The consumer invites an external person throug the “Invite user” button on the public sync page
2. The consumer fills the form with the external person’s information and his message to him He can also choose to invite the external person to connect only to a specific connexion of the sync so that he does not have access to other settings (e.g. useful for accountants that request access to their clients’ software)
3. An email is sent to the external person with a temporary (valid for 7 days) and secure link to the sync page
4. The process is then the same as for a connexion.