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 user 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 user should be granted. Rep invite security profiles are configured as session policies on the Users & Security > Session Policies page and must be enabled for rep invite use.

Rep Invitation Email

The invitation email is sent to external users when you invite them to join a session.

Public Site

From the dropdown at the top of the page, select the public site for which you want to edit the rep invitation email.

Subject

Customize the subject of this email. Use any of the macros listed below this field in the /login page to customize the text for your purposes. You can localize this text for any languages you have enabled. To revert to the default text, delete the text from the field and then save the blank field.

Body

Customize the body of this email. Use any of the macros listed below this field in the /login page to customize the text for your purposes. You can localize this text for any languages you have enabled. To revert to the default text, delete the text from the field and then save the blank field.