Sending an invitation

  1. Click the Profile icon to access the user menu.
  2. Click External Entity Management The External Entities page is displayed.
  3. Locate the tile for the external entity and double-click the Users icon (circle) to display the Users page.
  4. Select one or more users. The users must have an Active status.
  5. Select Action > Send invitation. The users receive an email with instructions to verify their email and activate the account.