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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, approves, and manages invites and card registrations for employees.

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The Invites tab is not included as a standard function in the Nexus GO Cards Management portal.

Actions

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:

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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, remove, and resend invites. You can also send a reminder to all listed email addresses.

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  • 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.

Manage confirmed invites and details

From the CONFIRMED INVITES tab, you can approve, reject, edit, or 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.

  • 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 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.

Order cards

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 in the portal.

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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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