Adding and inviting applicants
The options for adding additional applicants are controlled by attributes on the node in the Portal configuration.
Adding applicants
The Add Applicant attribute indicates whether users can add applicants directly. If you set the value to Show, an button will be displayed in the Add Instrument widget, and an Add More link will be displayed under in the Instrument Detail widget. Users can click the button or the link to add applicants.
Inviting applicants
The other option is to add applicants by invitation. If you set the Invite Applicant attribute to Show, an button will be displayed in the Add Instrument widget and an Invite More link will be displayed in the Instrument Detail widget. In this case the user must specify the email address of the additional applicant, and Rhythm for Civics will send that person an invitation.
Invitations use the SendPortalInvitation template, which is one of the default notification templates in Infor Operations and Regulations.
See Notifications.
User experience enhancements
The user experience when invitees accept invitations varies depending on whether the Invitee User Experience Enhancements feature toggle is enabled in Operations and Regulations. The enhanced user experience includes a wizard-like acceptance process with clear instructions and easy-to-follow prompts. For authorized users accepting an invitation on behalf of their organization, the wizard guides them to select the appropriate profile.