This article describes the workflow for the orderer that sends invites to employees / recipients?. This tab is not included as a standard function in the Nexus GO Cards Management portal.
To access the Invites tab, open Nexus GO Cards Management portal and select Invites.
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From the SENT INVITES tab, you can view, resendremove, and resend invites. You can also send reminders a reminder to all listed email addresses listed at the same time. .
By default, two reminders are sent within 10 days of the initial invite email if it has not been confirmed.
Once the recipient received and entered their data, the invite disappears from the sent invites list.
To resend the invite, click the envelope icon.
To remove the invite, click the x icon.
To send a reminder to all email addresses that already received previous reminders, select SEND INVITE REMINDERS TO ALL.
By default, two reminders are sent within 10 days of the initial invite email if it has not been confirmed.
Manage confirmed invites and details
From the CONFIRMED INVITES tab, you can approve, reject, edit, or reject invites. You can toggle the view to display all invites or only the invites sent from you. Make sure to select REFRESH or manually refresh the page to ensure display all invites are displayed.
Approve
Once an invite has been approved, it transforms into a card within the shopping cart.
To approve all confirmed invites and move them to the cart, select APPROVE ALL ON PAGE.
To approve one invite, click the green checkmark icon on the confirmed invite.
Reject
To reject the invite, click the yellow icon on the confirmed invite. Enter a reason for rejecting the invite and click SAVE. An email is sent to the recipient and the recipient must edit the data to get the card registration approved. Once the recipient updated the details, the invite is displayed under the CONFIRMED INVITES tab.
Edit
To edit the invite details, click the pen icon . From to open the EDIT INIVTE dialog, you can edit the details. Select SHOW ADDRESS to edit the delivery address
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To cancel the invite, click the red icon on the confirmed invite.
Order cards
Approved Once an invite has been approved, it transforms into a card within the shopping cart. The cards appear in the shopping cart in the upper right corner . To open the cart, click the cart icon. From this in the portal.
From the shopping cart view, you can update the card cards and remove items from the articles list, under CARDS and ACCESSORIES.
To update
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a card, select a card under CARDS in the articles list and edit details. Select UPDATE CARD to save the updates.
Select Clear cart to empty the list of items
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A cleared cart will not revert cards to invites.
If you clear the cart, the cards are removed and you must redo the invite process.
Checkout
To proceed with the order, do the following:
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