Invite guests
Use Invite in the list view to invite guests. An assistant takes you through five steps. Use Next and Back to move between the steps, and the cross at the top left to cancel.
You can invite several guests with the same settings at once. As an example, we invite Anna Muster from Fabrikam with the guest template Suppliers.
Choose the guest type
Under Who are you inviting?, choose the guest template, for example Suppliers. Each template shows its description so you can find the right one.
Choose the responsible person
Under Who is responsible?, choose the Responsible person. This person is the guest's primary contact and responsible for their access, for example Lea Meier.
Enter the guests
Under Who do you want to invite?, enter the guest's details:
| Field | Example |
|---|---|
| anna.muster@fabrikam.com | |
| First name | Anna |
| Last name | Muster |
| Company | Fabrikam |
You define which fields appear and which are required in the guest template under Naming convention. Use Add another guest to add more guests and the cross to remove one.
Assign access
Under Assign access (optional), choose the teams and groups the guests are added to, for example 260215.001 - Project Atlas. You can also assign access later.
Review and invite
Under Review and send invitation, you see all guests with their display names and details, along with the guest template and the responsible person. Click Invite.
What happens next
This depends on the guest template:
| Guest template | What happens |
|---|---|
| With approval | The invitation goes to the approvers under Requests. After approval, Seamless invites the guests. |
| Without approval | Seamless invites the guests immediately. |
The guests receive the invitation according to the rules of the guest template under Invitation.
You define whether a guest template requires approval under Approval.