Rep Invite: Create Profiles to Invite External Representatives to Sessions

Users & Security > Rep Invite

Rep Invite Security Profiles

With rep invite, a privileged user can invite an external representative to join a session one time only. When the user makes the invitation, he or she will select a security profile to determine what level of privileges the external representative should be granted. Rep invite security profiles are configured as part of the Session Policies: Set Session Permission and Prompting Rules and must be enabled for rep invite use.

 

Rep Invitation Email

You may edit the email invitation which will be sent to external representatives when you invite them to join a session. You can include macros to dynamically add the inviting representative's name, the session key and its unique URL, and the public site URL.