Invite guests
Use Invite at the top right of the Guests tab to invite external guests. Under Invite guests, Seamless guides you through four steps. Use Next and Back to move between steps, and the cross at the top left to cancel.
You can invite several guests with the same settings in one go. As an example, we invite Anna Muster from Fabrikam.
Choose the guest type
Under Who are you inviting?, choose the guest type, for example Suppliers or Customers. The description under each type helps you choose. Your IT decides which types are available.
Confirm the responsible person
Under Who is responsible?, the Responsible person is already filled in: you. This person is the main contact for access and communication with the guest.
If you are inviting the guest for someone else, remove yourself with the cross and choose the right person.
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 |
Your IT decides which fields are available and which are required. Use Add another guest to enter more guests.
Review and send
Under Review and send invitation, you see all guests with their display names and details, along with the guest type and the responsible person. Click Invite.
If the invitation needs approval, Seamless shows here who reviews it.
What happens next
| Guest type | What happens |
|---|---|
| Without approval | The invitation is sent immediately. |
| With approval | The invitation goes to the approvers first. Once approved, it is sent. |
The guest receives an email with the invitation. Until they accept it, the list shows the status Pending acceptance.
If something went wrong, Seamless shows Something went wrong! with the steps that failed. In this case, contact your IT.