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OConect
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    • 🧍Invitation System
    • 📊Creating an Business Impact Analysis
    • 🗺️Process Mapping
      • Creating A Process Map
      • Tasks
        • Creating A Task
        • Editing A Task
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  1. Setup Guides

Invitation System

PreviousEVCs To ProcessesNextCreating an Business Impact Analysis

Last updated 7 months ago

Prerequisites: You will need to have at least one or more existing People to be created

A key feature of OConect is the ability to invite collaborators to any module, who can have one of three roles: Administrator, Editor or Collaborator. Each plan includes a different number of these roles. Below, you will learn how to invite collaborators.

Step #1 Inviting Peers to Collaborate

The first thing to do when inviting someone to collaborate is to find the person you want to invite in the list and click "View Details".

Step #2 Click Send Invitation

Once you have done step 1 a little popup will show and you will need to click the "Send Invitation" button as highlighted above.

Step #3 Select Permissions

A popup will now show which will have 3 Dropdowns which allow you to select what entity you want to invite the user to edit or collaborate on. These 3 Dropdowns are explained below.

Dropdown 1: This dropdown lets you select between which role the person will have. You can select between "Administrator", "Editor" and "Collaborator". If you select the Administrator role then the popup will only show 2 boxes with the other being to ask which organization you want this to apply to. The other 2 roles will continue to show the 3 different dropdowns.

Dropdown 2: Using this dropdown you can select what type of entity you want to invite the person to edit or collaborate on. The choices you can choose between are "Department", "Function", "Process" and "System".

Dropdown 3: This dropdown will show valid entitys depending on what Dropdown 2 is set too, for example if dropdown 2 is set to "Department" then it will show valid departments for you to choose from.

Step #4 Invite The User

Once you have your options selected in the dropdowns you can then click the "Invite user" button as highlighted above and it will invite the user to join.

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