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Induct via Invite

  • Updated

This allows Users with the "Client Admin" Role to send out invites via "Email" to an "Existing" OR "Non-Existing" person/people to create a new "Induction Record" themselves away from the "Tablet", prior to Signing In on-site.

Follow this guide to check your Role > Roles & Site Limits

 

 

  1. Select your Organisations Name at the top of the screen
  2. Select Invite
  3. Select Induction
  4. Select one of the Invite options2.png
  5. Select the "Green" Email Invite button
    1. Sending invites to an Existing "Person/People" on the system
      1. Search and Tick the person's name
      2. Select "Invite People"3-Existing-Person.png
    2. Sending invites to a Non-Existing "Person/People" on the system
      1. Switch the "New People" toggle switch
      2. Select a "Category" OR one of the options you wish you want to add the new Person/People as
      3. Select the "Add" button to create an Email field
      4. Type in the "Email" of the person/people you desire to send the invite to
      5. Select "Invite People"3-New-Person.png

You can also adjust the Email Invitation Expiry when sending out invites.

 

Get in touch with us, if you're interested in this feature.

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