To invite contacts to access a particular company's assets complete one of the three options below the below:
IMPORTANT: To start inviting your connections you must have at least one team setup.
1. Invite a single connection
1. Click [myINTERACT]
2. Click [My Connections]
3. Click [Add]
4. Click [Invite new contact]
5. Click [Next]
6. Populate the mandatory fields
7. Click [Next]
8. Select [Team]
9. Clicl [Next]
10. Click [Invite] to confirm
This will then trigger an email and if the person is already registered for myINTERACT it will also send a push notification to their mobile device.
1. Click [myINTERACT]
2. Click [My Connections]
3. Click [Add]
4. Click [Invite multiple contacts]
5. Click [Next]
6. Select Connection/s
7. Click [Next]
8. Select Team/s
9. Click [Next]
10. Click [Invite] to confirm
3. Bulk invite connections
1. Click [myINTERACT]
2. Click [My Connections]
3. Click [Add]
4. Click [Import contacts from CSV]
5. Click [Next]
6. Click [Download contacts_template.csv] to the populate as needed
7. Click [Import Contact(s) from CSV file] to upload your file
8. Select your file
9. Click [Open]
10. Review results and click [Next]
11. Select Connection/s
12. Click [Next]
13. Select Team/s
14. Click [Next]
15. Click [Invite] to confirm