External Invitations

During an onboarding process, the person that is trying to connect a software is not always the as the person that has the access to the software. Moreover, when you are trying to connect multiple software, it might involve multiple people.

External invitation can be used to invite external people to connect during the activation process of a consumer.

This feature is available upon request only.

Once this feature is enabled, your consumers will be able to invite external people to connect during the activation process of a consumer.

For connections:

1. The consumer invites an external person through the “Invite user” button on the public connection page
2. The consumer fills the form with the external person’s information and his message to him
3. An email is sent to the external person with a temporary (valid for 7 days) and secure link to the connection page
4. The external person clicks on the link and is redirected to the connection page
5. The external person is able to connect the software
6. The connection is created and the consumer is notified (if the consumer has an email address)

Through the connection logs, you will be able to see that the connection has been activated by an external person.

For syncs (only if you are using syncs):

1. The consumer invites an external person through the “Invite user” button on the public sync page
2. The consumer fills the form with the external person’s information and his message to him He can also choose to invite the external person to connect only to a specific connection of the sync so that he does not have access to other settings (e.g. useful for accountants that request access to their clients’ software)
3. An email is sent to the external person with a temporary (valid for 7 days) and secure link to the sync page
4. The process is then the same as for a connection.