Another title suggestion: Invite users to the Self-service portal (Orderer).
This article describes the workflow in the Invites tab for the card orderer that sends invites to employees / recipients?.
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, approves, and manages invites and card registrations for employees.
To access the Invites tab, open Nexus GO Cards Management portal and select Invites. To access the
The Invites tab
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is not included as a standard function in the Nexus GO Cards Management portal
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.
Actions under the Invites tab
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From the CONFIRMED INVITES tab, you can approve, reject, edit, or reject remove 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 display all confirmed invites.
Approve
Once an invite has been approved, it transforms into a card within the shopping cart.
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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.
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To edit the invite details, click the pen icon to open the EDIT INIVTE dialog. Select SHOW ADDRESS to edit the delivery address.
Cancel
To cancel the invite, click the red icon on the confirmed invite.
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