xxx
How to:
Add invite
Import email addresses
Send email (to employee)
Employee fyller i data och confirm
Approve invite (för användaren)
Beställ i shoppingbag
+ send reminders to all This article describes the workflow for the orderer that sends invites to employees. This tab is not included as a standard function in the portal.
To access the Invites tab, open Nexus GO Cards Management portal and select Invites.
Actions under the Invites tab
Add email addresses and send invites
From the ADD INVITES tab, you can add one or multiple email addresses when creating invites. Do one of the following:
To add one email address, enter the email address into the text field and select ADD.
To add multiple email addresses, select IMPORT EMAIL ADDRESSES and add the email addresses in the dialog. Separate the addresses by comma, semicolon, space, or new line. Select card type and click SAVE.
To clear the list of email addresses, select CLEAR INVITES or click the x icon in the list next to the email address.
To send invites to the listed email addresses, select SEND INVITES. An email is sent to the recipients listed in the invites table.
View sent invites and send reminders
From the SENT INVITES tab, you can view, resend, and resend invites. You can also send reminders to all email addresses listed at the same time. 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 all invites are displayed.
Approve
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 details, click the pen icon. From the EDIT INIVTE dialog, you can edit the details. Select SHOW ADDRESS to edit the delivery address
Cancel
To cancel the invite, click the red icon on the confirmed invite
Order cards
Approved cards appear in the shopping cart in the upper right corner. To open the cart, click the cart icon. From this view, you can update the card and remove items from the articles list, under CARDS and ACCESSORIES. To update the 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. Vad händer då egentligen? Är det samma sak som att avboka inbjudan, för jag hittar inte kortet?
Checkout
To proceed with the order, select CHECKOUT
...
Additional
Add info from the end-users POV? Mail etc?